Concord Asset Management, LLC/VA's ownership history for SPY

Concord Asset Management, LLC/VA currently holds 1.2K shares with a market value of $777.2K. It started holding SPY on 2021-12-31. At its peak, it held 1.8K shares on 2025-06-30. Its highest holding value was $1.1M on 2025-06-30. At its lowest, it held 442 shares on 2021-12-31, with a value of $209.9K on 2021-12-31. In the recent 180 days, Concord Asset Management, LLC/VA has increased its shares by 28. In the recent year, Concord Asset Management, LLC/VA has increased its shares by 31.