LifeGoal Wealth Advisors's ownership history for SPY

LifeGoal Wealth Advisors currently holds 765 shares with a market value of $521.7K. It started holding SPY on 2024-12-31. At its peak, it held 2.1K shares on 2024-12-31. Its highest holding value was $1.2M on 2024-12-31. At its lowest, it held 582 shares on 2025-06-30, with a value of $359.6K on 2025-06-30. In the recent 180 days, LifeGoal Wealth Advisors has increased its shares by 183. In the recent year, LifeGoal Wealth Advisors has decreased its shares by 1.4K.