Mowery & Schoenfeld Wealth Management, LLC's ownership history for SPY

Mowery & Schoenfeld Wealth Management, LLC currently holds 805 shares with a market value of $523.5K. It started holding SPY on 2024-09-30. At its peak, it held 1.8K shares on 2025-12-31. Its highest holding value was $1.2M on 2025-12-31. At its lowest, it held 805 shares on 2024-09-30, with a value of $450.3K on 2025-03-31. In the recent 180 days, Mowery & Schoenfeld Wealth Management, LLC has increased its shares by 0. In the recent year, Mowery & Schoenfeld Wealth Management, LLC has increased its shares by 0.