Avantax Planning Partners, Inc.'s ownership history for SPY

Avantax Planning Partners, Inc. currently holds 14.4K shares with a market value of $9.4M. It started holding SPY on 2024-09-30. At its peak, it held 15.6K shares on 2025-06-30. Its highest holding value was $10.2M on 2025-12-31. At its lowest, it held 14.4K shares on 2026-03-31, with a value of $8.1M on 2025-03-31. In the recent 180 days, Avantax Planning Partners, Inc. has decreased its shares by 655. In the recent year, Avantax Planning Partners, Inc. has decreased its shares by 168.