Pine Harbor Wealth Management, LLC's ownership history for SPY

Pine Harbor Wealth Management, LLC currently holds 640 shares with a market value of $427.0K. It started holding SPY on 2024-09-30. At its peak, it held 640 shares on 2025-09-30. Its highest holding value was $427.0K on 2025-09-30. At its lowest, it held 595 shares on 2024-09-30, with a value of $337.8K on 2025-03-31. In the recent 180 days, Pine Harbor Wealth Management, LLC has increased its shares by 37. In the recent year, Pine Harbor Wealth Management, LLC has increased its shares by 45.