Sonoma Private Wealth LLC's ownership history for SPY

Sonoma Private Wealth LLC currently holds 732 shares with a market value of $487.6K. It started holding SPY on 2024-09-30. At its peak, it held 794 shares on 2024-12-31. Its highest holding value was $487.6K on 2025-09-30. At its lowest, it held 646 shares on 2024-09-30, with a value of $370.6K on 2024-09-30. In the recent 180 days, Sonoma Private Wealth LLC has decreased its shares by 62. In the recent year, Sonoma Private Wealth LLC has increased its shares by 86.