PBMares Wealth Management LLC's ownership history for SPY

PBMares Wealth Management LLC currently holds 5.0K shares with a market value of $3.3M. It started holding SPY on 2024-09-30. At its peak, it held 5.0K shares on 2024-12-31. Its highest holding value was $3.3M on 2025-09-30. At its lowest, it held 4.9K shares on 2024-09-30, with a value of $2.8M on 2025-03-31. In the recent 180 days, PBMares Wealth Management LLC has increased its shares by 2. In the recent year, PBMares Wealth Management LLC has increased its shares by 75.