waypoint wealth counsel's ownership history for SPY


waypoint wealth counsel currently holds 16.8K shares with a market value of $11.2M. 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 $11.2M on 2025-09-30. At its lowest, it held 15.4K shares on 2025-03-31, with a value of $8.6M on 2025-03-31. In the recent 180 days, waypoint wealth counsel has increased its shares by 1.4K. In the recent year, waypoint wealth counsel has increased its shares by 1.3K.


waypoint wealth counsel's ownership history for SPY