waypoint wealth counsel's ownership history for SPY

waypoint wealth counsel currently holds 13.7K shares with a market value of $8.9M. It started holding SPY on 2024-09-30. At its peak, it held 16.8K shares on 2025-09-30. Its highest holding value was $11.4M on 2025-12-31. At its lowest, it held 13.7K shares on 2026-03-31, with a value of $8.6M on 2025-03-31. In the recent 180 days, waypoint wealth counsel has decreased its shares by 3.1K. In the recent year, waypoint wealth counsel has decreased its shares by 1.7K.