PALO ALTO WEALTH ADVISORS, LLC's ownership history for SPY

PALO ALTO WEALTH ADVISORS, LLC currently holds 2.7K shares with a market value of $1.8M. It started holding SPY on 2024-09-30. At its peak, it held 2.7K shares on 2024-12-31. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 2.4K shares on 2024-09-30, with a value of $1.4M on 2024-09-30. In the recent 180 days, PALO ALTO WEALTH ADVISORS, LLC has increased its shares by 20. In the recent year, PALO ALTO WEALTH ADVISORS, LLC has increased its shares by 279.