Waterfront Wealth Inc.'s ownership history for SPY

Waterfront Wealth Inc. currently holds 6.9K shares with a market value of $4.8M. It started holding SPY on 2024-09-30. At its peak, it held 7.2K shares on 2025-06-30. Its highest holding value was $4.8M on 2025-12-31. At its lowest, it held 6.7K shares on 2024-09-30, with a value of $3.8M on 2025-03-31. In the recent 180 days, Waterfront Wealth Inc. has decreased its shares by 276. In the recent year, Waterfront Wealth Inc. has increased its shares by 84.