BankPlus Wealth Management LLC's ownership history for SPY

BankPlus Wealth Management LLC currently holds 5.3K shares with a market value of $3.6M. It started holding SPY on 2024-12-31. At its peak, it held 6.0K shares on 2024-12-31. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 5.3K shares on 2025-12-31, with a value of $3.1M on 2025-03-31. In the recent 180 days, BankPlus Wealth Management LLC has decreased its shares by 302. In the recent year, BankPlus Wealth Management LLC has decreased its shares by 764.