Spectrum Planning & Advisory Services’s Butterfly Network BFLY Stock Holding History

Spectrum Planning & Advisory Services’s Portfolio BFLY Stock Details BFLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$199K	Hold	23,670	–	–	0.09%	117
2026 Q1	$95.6K	Hold	23,670	–	–	0.05%	114
2025 Q4	$89.9K	Hold	23,670	–	–	0.05%	113
2025 Q3	$45.7K	Hold	23,670	–	–	0.03%	105
2025 Q2	$47.3K	Hold	23,670	–	–	0.03%	95
2025 Q1	$54K	Hold	23,670	–	–	0.04%	64
2024 Q4	$73.8K	Hold	23,670	–	–	0.06%	61
2024 Q3	$41.9K	Hold	23,670	–	–	0.04%	55
2024 Q2	$20.6K	Buy	+23,670	New	+$22.1K	0.02%	54

Other funds holding BFLY

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return