Cornerstone Planning Group LLC's ownership history for SPY

Cornerstone Planning Group LLC currently holds 1.4K shares with a market value of $967.7K. It started holding SPY on 2024-09-30. At its peak, it held 3.1K shares on 2025-03-31. Its highest holding value was $1.6M on 2025-03-31. At its lowest, it held 34 shares on 2025-09-30, with a value of $3.0K on 2025-09-30. In the recent 180 days, Cornerstone Planning Group LLC has decreased its shares by 79. In the recent year, Cornerstone Planning Group LLC has decreased its shares by 161.