Proactive Wealth Strategies LLC's ownership history for SPY

Proactive Wealth Strategies LLC currently holds 691 shares with a market value of $450.1K. It started holding SPY on 2025-12-31. At its peak, it held 691 shares on 2026-03-31. Its highest holding value was $450.1K on 2026-03-31. At its lowest, it held 329 shares on 2025-12-31, with a value of $224.7K on 2025-12-31.