WMG Financial Advisors, LLC's ownership history for SPY

WMG Financial Advisors, LLC currently holds 552 shares with a market value of $359.0K. It started holding SPY on 2024-09-30. At its peak, it held 5.3K shares on 2025-06-30. Its highest holding value was $3.4M on 2025-09-30. At its lowest, it held 552 shares on 2026-03-31, with a value of $359.0K on 2026-03-31. In the recent 180 days, WMG Financial Advisors, LLC has decreased its shares by 4.6K. In the recent year, WMG Financial Advisors, LLC has decreased its shares by 2.4K.