TruWealth Advisors, LLC's ownership history for SPY

TruWealth Advisors, LLC currently holds 8.2K shares with a market value of $5.6M. It started holding SPY on 2024-09-30. At its peak, it held 8.2K shares on 2025-12-31. Its highest holding value was $5.6M on 2025-12-31. At its lowest, it held 7.8K shares on 2025-03-31, with a value of $4.4M on 2025-03-31. In the recent 180 days, TruWealth Advisors, LLC has increased its shares by 273. In the recent year, TruWealth Advisors, LLC has increased its shares by 299.