Wealth Dimensions Group, Ltd.'s ownership history for SPY

Wealth Dimensions Group, Ltd. currently holds 18.5K shares with a market value of $12.4M. It started holding SPY on 2024-09-30. At its peak, it held 18.8K shares on 2025-06-30. Its highest holding value was $12.4M on 2025-09-30. At its lowest, it held 18.5K shares on 2025-09-30, with a value of $10.4M on 2025-03-31. In the recent 180 days, Wealth Dimensions Group, Ltd. has decreased its shares by 122. In the recent year, Wealth Dimensions Group, Ltd. has decreased its shares by 211.