Old North State Wealth Management, LLC's ownership history for SPY

Old North State Wealth Management, LLC currently holds 348 shares with a market value of $239.9K. It started holding SPY on 2024-03-31. At its peak, it held 604 shares on 2025-06-30. Its highest holding value was $405.4K on 2025-09-30. At its lowest, it held 348 shares on 2025-12-31, with a value of $230.0K on 2025-03-31. In the recent 180 days, Old North State Wealth Management, LLC has decreased its shares by 256. In the recent year, Old North State Wealth Management, LLC has decreased its shares by 73.