Asset Dedication, LLC's ownership history for SPY

Asset Dedication, LLC currently holds 12.0K shares with a market value of $8.2M. It started holding SPY on 2024-09-30. At its peak, it held 12.0K shares on 2025-12-31. Its highest holding value was $8.2M on 2025-12-31. At its lowest, it held 8.3K shares on 2024-09-30, with a value of $4.7M on 2024-09-30. In the recent 180 days, Asset Dedication, LLC has increased its shares by 840. In the recent year, Asset Dedication, LLC has increased its shares by 1.5K.