Morton Brown Family Wealth, LLC's ownership history for SPY

Morton Brown Family Wealth, LLC currently holds 22.0K shares with a market value of $14.7M. It started holding SPY on 2024-09-30. At its peak, it held 22.2K shares on 2025-06-30. Its highest holding value was $14.7M on 2025-09-30. At its lowest, it held 21.5K shares on 2025-03-31, with a value of $12.0M on 2025-03-31. In the recent 180 days, Morton Brown Family Wealth, LLC has increased its shares by 566.