West Financial Advisors, LLC's ownership history for SPY

West Financial Advisors, LLC currently holds 98.3K shares with a market value of $67.0M. It started holding SPY on 2024-09-30. At its peak, it held 223.5K shares on 2024-09-30. Its highest holding value was $128.2M on 2024-09-30. At its lowest, it held 98.3K shares on 2025-12-31, with a value of $60.3M on 2025-03-31. In the recent 180 days, West Financial Advisors, LLC has decreased its shares by 7.8K. In the recent year, West Financial Advisors, LLC has decreased its shares by 10.3K.