Trace Wealth Advisors, LLC's ownership history for SPY

Trace Wealth Advisors, LLC currently holds 800 shares with a market value of $532.9K. It started holding SPY on 2024-12-31. At its peak, it held 870 shares on 2024-12-31. Its highest holding value was $532.9K on 2025-09-30. At its lowest, it held 800 shares on 2025-03-31, with a value of $447.5K on 2025-03-31. In the recent 180 days, Trace Wealth Advisors, LLC has increased its shares by 0.