Trajan Wealth LLC's ownership history for SPY

Trajan Wealth LLC currently holds 616 shares with a market value of $420.4K. It started holding SPY on 2024-12-31. At its peak, it held 616 shares on 2025-12-31. Its highest holding value was $420.4K on 2025-12-31. At its lowest, it held 528 shares on 2025-09-30, with a value of $316.5K on 2024-12-31. In the recent 180 days, Trajan Wealth LLC has increased its shares by 76.