Optimist Retirement Group LLC's ownership history for SPY

Optimist Retirement Group LLC currently holds 3.4K shares with a market value of $2.2M. It started holding SPY on 2024-09-30. At its peak, it held 3.4K shares on 2026-03-31. Its highest holding value was $2.3M on 2025-12-31. At its lowest, it held 3.3K shares on 2024-09-30, with a value of $1.8M on 2025-03-31. In the recent 180 days, Optimist Retirement Group LLC has increased its shares by 49. In the recent year, Optimist Retirement Group LLC has increased its shares by 84.