ShankerValleau Wealth Advisors, Inc.'s ownership history for SPY

ShankerValleau Wealth Advisors, Inc. currently holds 587 shares with a market value of $381.8K. It started holding SPY on 2024-09-30. At its peak, it held 646 shares on 2024-09-30. Its highest holding value was $400.3K on 2025-12-31. At its lowest, it held 587 shares on 2025-09-30, with a value of $331.7K on 2025-03-31. In the recent 180 days, ShankerValleau Wealth Advisors, Inc. has increased its shares by 0. In the recent year, ShankerValleau Wealth Advisors, Inc. has decreased its shares by 6.