Monument Group Wealth Advisors, LLC's ownership history for SPY

Monument Group Wealth Advisors, LLC currently holds 996 shares with a market value of $679.4K. It started holding SPY on 2024-09-30. At its peak, it held 996 shares on 2025-12-31. Its highest holding value was $679.4K on 2025-12-31. At its lowest, it held 606 shares on 2024-09-30, with a value of $339.0K on 2025-03-31. In the recent 180 days, Monument Group Wealth Advisors, LLC has increased its shares by 390. In the recent year, Monument Group Wealth Advisors, LLC has increased its shares by 390.