Montz Harcus Wealth Management LLC's ownership history for SPY

Montz Harcus Wealth Management LLC currently holds 49.0K shares with a market value of $32.6M. It started holding SPY on 2024-09-30. At its peak, it held 49.0K shares on 2025-09-30. Its highest holding value was $32.6M on 2025-09-30. At its lowest, it held 46.6K shares on 2025-03-31, with a value of $26.1M on 2025-03-31. In the recent 180 days, Montz Harcus Wealth Management LLC has increased its shares by 2.4K. In the recent year, Montz Harcus Wealth Management LLC has increased its shares by 2.2K.