SpringVest Wealth Management LLC's ownership history for SPY

SpringVest Wealth Management LLC currently holds 16.7K shares with a market value of $10.9M. It started holding SPY on 2024-12-31. At its peak, it held 17.7K shares on 2025-06-30. Its highest holding value was $11.6M on 2025-09-30. At its lowest, it held 16.7K shares on 2026-03-31, with a value of $9.8M on 2025-03-31. In the recent 180 days, SpringVest Wealth Management LLC has decreased its shares by 714. In the recent year, SpringVest Wealth Management LLC has decreased its shares by 660.