Peak Financial Management, Inc.'s ownership history for SPY

Peak Financial Management, Inc. currently holds 382 shares with a market value of $248.6K. It started holding SPY on 2024-12-31. At its peak, it held 409 shares on 2025-03-31. Its highest holding value was $279.3K on 2025-12-31. At its lowest, it held 382 shares on 2026-03-31, with a value of $229.1K on 2025-03-31. In the recent 180 days, Peak Financial Management, Inc. has decreased its shares by 27. In the recent year, Peak Financial Management, Inc. has decreased its shares by 27.