PLANNING ALTERNATIVES LTD /ADV's ownership history for SPY

PLANNING ALTERNATIVES LTD /ADV currently holds 16.4K shares with a market value of $10.6M. It started holding SPY on 2024-09-30. At its peak, it held 19.3K shares on 2024-09-30. Its highest holding value was $11.6M on 2025-09-30. At its lowest, it held 16.4K shares on 2026-03-31, with a value of $10.3M on 2025-03-31. In the recent 180 days, PLANNING ALTERNATIVES LTD /ADV has decreased its shares by 1.1K. In the recent year, PLANNING ALTERNATIVES LTD /ADV has decreased its shares by 2.0K.