EverSource Wealth Advisors, LLC's ownership history for SPY

EverSource Wealth Advisors, LLC currently holds 8.9K shares with a market value of $282.4K. It started holding SPY on 2024-09-30. At its peak, it held 27.1K shares on 2025-12-31. Its highest holding value was $18.5M on 2025-12-31. At its lowest, it held 8.9K shares on 2026-03-31, with a value of $282.4K on 2026-03-31. In the recent 180 days, EverSource Wealth Advisors, LLC has decreased its shares by 11.6K. In the recent year, EverSource Wealth Advisors, LLC has decreased its shares by 18.1K.

It has also owned 14.48 contracts of puts, with the market value of the underlying securities totaling $160.5K on 2025-12-31. At its peak, it held 30 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $2.0M on 2025-12-31. At its lowest, it held 14.48 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $160.5K on 2026-03-31.