Balance Wealth, LLC's ownership history for SPY

Balance Wealth, LLC currently holds 3.0K shares with a market value of $2.0M. It started holding SPY on 2025-03-31. At its peak, it held 3.0K shares on 2025-12-31. Its highest holding value was $2.0M on 2025-12-31. At its lowest, it held 849 shares on 2025-03-31, with a value of $474.8K on 2025-03-31. In the recent 180 days, Balance Wealth, LLC has increased its shares by 1.4K.