INSTRUMENTAL WEALTH, LLC's ownership history for SPY

INSTRUMENTAL WEALTH, LLC currently holds 796 shares with a market value of $548.7K. It started holding SPY on 2025-03-31. At its peak, it held 796 shares on 2025-12-31. Its highest holding value was $548.7K on 2025-12-31. At its lowest, it held 645 shares on 2025-06-30, with a value of $358.5K on 2025-03-31. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has increased its shares by 151.