Next Level Wealth Planning, LLC's ownership history for SPY

Next Level Wealth Planning, LLC currently holds 309 shares with a market value of $201.0K. It started holding SPY on 2025-03-31. At its peak, it held 1.2K shares on 2025-03-31. Its highest holding value was $672.9K on 2025-03-31. At its lowest, it held 309 shares on 2026-03-31, with a value of $201.0K on 2026-03-31.