Legacy Wealth Managment, LLC/ID's ownership history for SPY

Legacy Wealth Managment, LLC/ID currently holds 517 shares with a market value of $335.9K. It started holding SPY on 2024-09-30. At its peak, it held 517 shares on 2026-03-31. Its highest holding value was $335.9K on 2026-03-31. At its lowest, it held 111 shares on 2024-09-30, with a value of $66.3K on 2024-09-30. In the recent 180 days, Legacy Wealth Managment, LLC/ID has increased its shares by 330. In the recent year, Legacy Wealth Managment, LLC/ID has increased its shares by 301.

It has also owned 2 contracts of puts, with the market value of the underlying securities totaling $130.1K on 2024-09-30. At its peak, it held 123 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $7.3M on 2024-09-30. At its lowest, it held 2 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $130.1K on 2026-03-31. In the recent 180 days, Legacy Wealth Managment, LLC/ID has decreased its holdings by 62 contracts. In the recent year, Legacy Wealth Managment, LLC/ID has increased its holdings by 394 contracts.