Portus Wealth Advisors, LLC's ownership history for SPY

Portus Wealth Advisors, LLC currently holds 4.1K shares with a market value of $2.7M. It started holding SPY on 2025-09-30. At its peak, it held 4.1K shares on 2026-03-31. Its highest holding value was $2.7M on 2026-03-31. At its lowest, it held 3.4K shares on 2025-09-30, with a value of $2.3M on 2025-09-30. In the recent 180 days, Portus Wealth Advisors, LLC has increased its shares by 707.