Partnership Wealth Management, LLC's ownership history for SPY

Partnership Wealth Management, LLC currently holds 714 shares with a market value of $487.1K. It started holding SPY on 2024-09-30. At its peak, it held 859 shares on 2025-09-30. Its highest holding value was $572.3K on 2025-09-30. At its lowest, it held 654 shares on 2024-09-30, with a value of $375.4K on 2024-09-30. In the recent 180 days, Partnership Wealth Management, LLC has decreased its shares by 122. In the recent year, Partnership Wealth Management, LLC has decreased its shares by 132.