Daner Wealth Management, LLC's ownership history for SPY

Daner Wealth Management, LLC currently holds 592 shares with a market value of $437.2K. It started holding SPY on 2024-12-31. At its peak, it held 612 shares on 2024-12-31. Its highest holding value was $437.2K on 2026-03-31. At its lowest, it held 592 shares on 2026-03-31, with a value of $370.5K on 2024-12-31. In the recent 180 days, Daner Wealth Management, LLC has decreased its shares by 9. In the recent year, Daner Wealth Management, LLC has decreased its shares by 20.