Mittelman Wealth Management's ownership history for SPY

Mittelman Wealth Management currently holds 645 shares with a market value of $440.5K. It started holding SPY on 2024-12-31. At its peak, it held 823 shares on 2024-12-31. Its highest holding value was $482.3K on 2024-12-31. At its lowest, it held 645 shares on 2025-12-31, with a value of $385.8K on 2025-03-31. In the recent 180 days, Mittelman Wealth Management has decreased its shares by 30. In the recent year, Mittelman Wealth Management has decreased its shares by 178.