Cadence Wealth Management LLC's ownership history for SPY

Cadence Wealth Management LLC currently holds 303 shares with a market value of $206.6K. It started holding SPY on 2024-09-30. At its peak, it held 421 shares on 2025-03-31. Its highest holding value was $235.8K on 2024-12-31. At its lowest, it held 301 shares on 2025-09-30, with a value of $200.5K on 2025-09-30. In the recent 180 days, Cadence Wealth Management LLC has decreased its shares by 118. In the recent year, Cadence Wealth Management LLC has decreased its shares by 92.