Vertex Planning Partners, LLC's ownership history for SPY

Vertex Planning Partners, LLC currently holds 26.3K shares with a market value of $17.9M. It started holding SPY on 2024-09-30. At its peak, it held 38.2K shares on 2024-09-30. Its highest holding value was $21.9M on 2024-09-30. At its lowest, it held 19.8K shares on 2025-09-30, with a value of $12.6M on 2025-03-31. In the recent 180 days, Vertex Planning Partners, LLC has increased its shares by 5.9K. In the recent year, Vertex Planning Partners, LLC has increased its shares by 2.3K.