True Wealth Design, LLC's ownership history for SPY

True Wealth Design, LLC currently holds 94 shares with a market value of $64.1K. It started holding SPY on 2024-12-31. At its peak, it held 101 shares on 2024-12-31. Its highest holding value was $64.1K on 2025-12-31. At its lowest, it held 94 shares on 2025-03-31, with a value of $52.6K on 2025-03-31. In the recent 180 days, True Wealth Design, LLC has increased its shares by 0. In the recent year, True Wealth Design, LLC has decreased its shares by 7.