Erickson Financial Group, LLC's ownership history for SPY

Erickson Financial Group, LLC currently holds 3.9K shares with a market value of $2.7M. It started holding SPY on 2024-09-30. At its peak, it held 5.0K shares on 2024-09-30. Its highest holding value was $2.9M on 2024-12-31. At its lowest, it held 3.9K shares on 2025-12-31, with a value of $2.6M on 2025-03-31. In the recent 180 days, Erickson Financial Group, LLC has decreased its shares by 414. In the recent year, Erickson Financial Group, LLC has decreased its shares by 1.1K.