Trace Wealth Advisors, LLC's ownership history for SPY

Trace Wealth Advisors, LLC currently holds 775 shares with a market value of $528.5K. It started holding SPY on 2024-12-31. At its peak, it held 870 shares on 2024-12-31. Its highest holding value was $532.9K on 2025-09-30. At its lowest, it held 775 shares on 2025-12-31, with a value of $447.5K on 2025-03-31. In the recent 180 days, Trace Wealth Advisors, LLC has decreased its shares by 25. In the recent year, Trace Wealth Advisors, LLC has decreased its shares by 95.