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

Peak Retirement Planning, Inc. currently holds 2.5K shares with a market value of $1.6M. It started holding SPY on 2025-06-30. At its peak, it held 2.5K shares on 2026-03-31. Its highest holding value was $1.6M on 2026-03-31. At its lowest, it held 600 shares on 2025-06-30, with a value of $370.4K on 2025-06-30. In the recent 180 days, Peak Retirement Planning, Inc. has increased its shares by 1.7K.