4WEALTH ADVISORS, INC.'s ownership history for SPY

4WEALTH ADVISORS, INC. currently holds 521 shares with a market value of $355.5K. It started holding SPY on 2024-12-31. At its peak, it held 1.1K shares on 2024-12-31. Its highest holding value was $619.0K on 2024-12-31. At its lowest, it held 483 shares on 2025-09-30, with a value of $297.9K on 2025-03-31. In the recent 180 days, 4WEALTH ADVISORS, INC. has increased its shares by 20. In the recent year, 4WEALTH ADVISORS, INC. has decreased its shares by 535.

It has also owned 10 contracts of puts, with the market value of the underlying securities totaling $681.9K on 2024-12-31. At its peak, it held 38 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $2.5M on 2025-09-30. At its lowest, it held 8 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $494.3K on 2025-06-30. In the recent 180 days, 4WEALTH ADVISORS, INC. has increased its holdings by 2 contracts. In the recent year, 4WEALTH ADVISORS, INC. has increased its holdings by 495 contracts.