Keudell/Morrison Wealth Management's ownership history for SPY

Keudell/Morrison Wealth Management currently holds 1.2K shares with a market value of $799.5K. It started holding SPY on 2024-09-30. At its peak, it held 1.2K shares on 2025-12-31. Its highest holding value was $799.5K on 2025-12-31. At its lowest, it held 880 shares on 2024-09-30, with a value of $505.1K on 2024-09-30. In the recent 180 days, Keudell/Morrison Wealth Management has increased its shares by 192. In the recent year, Keudell/Morrison Wealth Management has increased its shares by 292.