Plan A Wealth LLC's ownership history for SPY
Plan A Wealth LLC currently holds 1.2K shares with a market value of $824.1K. It started holding SPY on 2024-12-31. At its peak, it held 1.2K shares on 2025-09-30. Its highest holding value was $824.1K on 2025-09-30. At its lowest, it held 501 shares on 2024-12-31, with a value of $280.3K on 2025-03-31. In the recent 180 days, Plan A Wealth LLC has increased its shares by 736.
Plan A Wealth LLC's ownership history for SPY