Delap Wealth Advisory, LLC's ownership history for SPY

Delap Wealth Advisory, LLC currently holds 864 shares with a market value of $589.2K. It started holding SPY on 2024-12-31. At its peak, it held 1.5K shares on 2025-06-30. Its highest holding value was $921.9K on 2025-06-30. At its lowest, it held 754 shares on 2024-12-31, with a value of $421.8K on 2025-03-31. In the recent 180 days, Delap Wealth Advisory, LLC has decreased its shares by 628. In the recent year, Delap Wealth Advisory, LLC has increased its shares by 110.