Comprehensive Financial Planning, Inc./PA's ownership history for SPY

Comprehensive Financial Planning, Inc./PA currently holds 3.9K shares with a market value of $2.5M. It started holding SPY on 2024-12-31. At its peak, it held 3.9K shares on 2026-03-31. Its highest holding value was $2.6M on 2025-12-31. At its lowest, it held 3.8K shares on 2025-06-30, with a value of $2.2M on 2025-03-31. In the recent 180 days, Comprehensive Financial Planning, Inc./PA has increased its shares by 58. In the recent year, Comprehensive Financial Planning, Inc./PA has increased its shares by 58.