WealthPLAN Partners, LLC's ownership history for SPY

WealthPLAN Partners, LLC currently holds 3.7K shares with a market value of $2.5M. It started holding SPY on 2024-09-30. At its peak, it held 3.7K shares on 2025-09-30. Its highest holding value was $2.5M on 2025-09-30. At its lowest, it held 1.8K shares on 2025-06-30, with a value of $1.1M on 2025-06-30. In the recent 180 days, WealthPLAN Partners, LLC has increased its shares by 1.6K. In the recent year, WealthPLAN Partners, LLC has increased its shares by 308.