Momentum Wealth Planning, LLC's ownership history for SPY

Momentum Wealth Planning, LLC currently holds 50.7K shares with a market value of $33.1M. It started holding SPY on 2025-06-30. At its peak, it held 51.4K shares on 2025-06-30. Its highest holding value was $34.9M on 2025-12-31. At its lowest, it held 50.7K shares on 2026-03-31, with a value of $31.9M on 2025-06-30. In the recent 180 days, Momentum Wealth Planning, LLC has decreased its shares by 716.

It has also owned 1.84 contracts of puts, with the market value of the underlying securities totaling $635.8K on 2026-03-31. At its peak, it held 1.84 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $635.8K on 2026-03-31. At its lowest, it held 1.84 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $635.8K on 2026-03-31.