Compass Wealth Management, LLC/GA's ownership history for SPY

Compass Wealth Management, LLC/GA currently holds 315 shares with a market value of $205.4K. It started holding SPY on 2025-09-30. At its peak, it held 315 shares on 2025-09-30. Its highest holding value was $215.3K on 2025-12-31. At its lowest, it held 315 shares on 2025-09-30, with a value of $205.4K on 2026-03-31. In the recent 180 days, Compass Wealth Management, LLC/GA has increased its shares by 0.