Worth Asset Management, LLC's ownership history for SPY

Worth Asset Management, LLC currently holds 530 shares with a market value of $361.6K. It started holding SPY on 2024-09-30. At its peak, it held 777 shares on 2025-06-30. Its highest holding value was $480.2K on 2025-06-30. At its lowest, it held 514 shares on 2024-09-30, with a value of $287.7K on 2025-03-31. In the recent 180 days, Worth Asset Management, LLC has decreased its shares by 247. In the recent year, Worth Asset Management, LLC has increased its shares by 16.