Roberts Financial LLC's ownership history for SPY

Roberts Financial LLC currently holds 339 shares with a market value of $231.3K. It started holding SPY on 2025-06-30. At its peak, it held 341 shares on 2025-09-30. Its highest holding value was $231.3K on 2025-12-31. At its lowest, it held 339 shares on 2025-12-31, with a value of $210.2K on 2025-06-30. In the recent 180 days, Roberts Financial LLC has decreased its shares by 1.