Peak Retirement Planning, Inc.'s ownership history for SPY

Peak Retirement Planning, Inc. currently holds 789 shares with a market value of $525.6K. It started holding SPY on 2025-06-30. At its peak, it held 789 shares on 2025-09-30. Its highest holding value was $525.6K on 2025-09-30. At its lowest, it held 600 shares on 2025-06-30, with a value of $370.4K on 2025-06-30.