PLANNING DIRECTIONS INC's ownership history for SPY

PLANNING DIRECTIONS INC currently holds 626 shares with a market value of $407.3K. It started holding SPY on 2024-12-31. At its peak, it held 7.6K shares on 2025-03-31. Its highest holding value was $4.3M on 2025-03-31. At its lowest, it held 513 shares on 2025-06-30, with a value of $317.0K on 2025-06-30. In the recent 180 days, PLANNING DIRECTIONS INC has increased its shares by 113. In the recent year, PLANNING DIRECTIONS INC has decreased its shares by 7.0K.