Plum Street Advisors, LLC's ownership history for SHV

Plum Street Advisors, LLC currently holds 8.3K shares with a market value of $917.5K. It started holding SHV on 2023-12-31. At its peak, it held 12.0K shares on 2024-12-31. Its highest holding value was $1.3M on 2024-12-31. At its lowest, it held 8.3K shares on 2025-06-30, with a value of $916.9K on 2025-06-30. In the recent 180 days, Plum Street Advisors, LLC has decreased its shares by 308. In the recent year, Plum Street Advisors, LLC has decreased its shares by 3.5K.