TrueWealth Advisors, LLC's ownership history for SPY


TrueWealth Advisors, LLC currently holds 34.8K shares with a market value of $23.2M. It started holding SPY on 2024-09-30. At its peak, it held 45.9K shares on 2024-12-31. Its highest holding value was $26.9M on 2024-12-31. At its lowest, it held 34.8K shares on 2025-09-30, with a value of $20.1M on 2025-03-31. In the recent 180 days, TrueWealth Advisors, LLC has decreased its shares by 1.1K. In the recent year, TrueWealth Advisors, LLC has decreased its shares by 10.8K.


TrueWealth Advisors, LLC's ownership history for SPY