Worth Asset Management, LLC's ownership history for SPY

Worth Asset Management, LLC currently holds 820 shares with a market value of $533.4K. It started holding SPY on 2024-09-30. At its peak, it held 820 shares on 2026-03-31. Its highest holding value was $533.4K on 2026-03-31. 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 increased its shares by 305. In the recent year, Worth Asset Management, LLC has increased its shares by 306.