Stone Summit Wealth LLC's ownership history for SPY

Stone Summit Wealth LLC currently holds 4.3K shares with a market value of $2.8M. It started holding SPY on 2024-09-30. At its peak, it held 4.5K shares on 2024-09-30. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 4.0K shares on 2024-12-31, with a value of $2.3M on 2025-03-31. In the recent 180 days, Stone Summit Wealth LLC has increased its shares by 127. In the recent year, Stone Summit Wealth LLC has decreased its shares by 194.