Waterway Wealth Management, LLC's ownership history for SPY

Waterway Wealth Management, LLC currently holds 707 shares with a market value of $470.8K. It started holding SPY on 2024-09-30. At its peak, it held 5.0K shares on 2024-12-31. Its highest holding value was $2.9M on 2024-12-31. At its lowest, it held 668 shares on 2025-03-31, with a value of $373.9K on 2025-03-31. In the recent 180 days, Waterway Wealth Management, LLC has increased its shares by 39. In the recent year, Waterway Wealth Management, LLC has decreased its shares by 4.2K.