Oakwell Private Wealth Management, LLC's ownership history for SPY

Oakwell Private Wealth Management, LLC currently holds 318 shares with a market value of $207.1K. It started holding SPY on 2025-06-30. At its peak, it held 325 shares on 2025-06-30. Its highest holding value was $221.9K on 2025-12-31. At its lowest, it held 318 shares on 2026-03-31, with a value of $201.0K on 2025-06-30. In the recent 180 days, Oakwell Private Wealth Management, LLC has decreased its shares by 7.