Sonoma Private Wealth LLC's ownership history for SPY

Sonoma Private Wealth LLC currently holds 1.0K shares with a market value of $659.4K. It started holding SPY on 2024-09-30. At its peak, it held 1.0K shares on 2026-03-31. Its highest holding value was $659.4K on 2026-03-31. 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 increased its shares by 282. In the recent year, Sonoma Private Wealth LLC has increased its shares by 220.