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

4WEALTH ADVISORS, INC. currently holds 483 shares with a market value of $321.8K. 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 decreased its shares by 50.

It has also owned 38 contracts of puts, with the market value of the underlying securities totaling $2.5M 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 26 contracts.