Core Wealth Partners LLC's ownership history for SPY

Core Wealth Partners LLC currently holds 2.5K shares with a market value of $1.7M. It started holding SPY on 2024-09-30. At its peak, it held 2.5K shares on 2025-09-30. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 1.8K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Core Wealth Partners LLC has increased its shares by 584. In the recent year, Core Wealth Partners LLC has increased its shares by 676.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $23.6K on 2025-03-31. At its peak, it held 56 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $23.6K on 2025-09-30. At its lowest, it held 3 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $9.2K on 2025-03-31. In the recent 180 days, Core Wealth Partners LLC has decreased its holdings by 53 contracts.