Total Wealth Planning, LLC's ownership history for SPY

Total Wealth Planning, LLC currently holds 620 shares with a market value of $412.8K. It started holding SPY on 2024-09-30. At its peak, it held 655 shares on 2025-06-30. Its highest holding value was $412.8K on 2025-09-30. At its lowest, it held 548 shares on 2025-03-31, with a value of $306.5K on 2025-03-31. In the recent 180 days, Total Wealth Planning, LLC has increased its shares by 72. In the recent year, Total Wealth Planning, LLC has decreased its shares by 22.