LWM Advisory Services, LLC's ownership history for SPY

LWM Advisory Services, LLC currently holds 45.2K shares with a market value of $30.8M. It started holding SPY on 2024-09-30. At its peak, it held 45.2K shares on 2025-12-31. Its highest holding value was $30.8M on 2025-12-31. At its lowest, it held 19.8K shares on 2025-03-31, with a value of $11.1M on 2025-03-31. In the recent 180 days, LWM Advisory Services, LLC has increased its shares by 24.4K. In the recent year, LWM Advisory Services, LLC has increased its shares by 10.0K.