TFO Wealth Partners, LLC's ownership history for SPY

TFO Wealth Partners, LLC currently holds 19.6K shares with a market value of $13.0M. It started holding SPY on 2024-09-30. At its peak, it held 19.6K shares on 2025-09-30. Its highest holding value was $13.0M on 2025-09-30. At its lowest, it held 18.7K shares on 2024-09-30, with a value of $10.7M on 2024-09-30. In the recent 180 days, TFO Wealth Partners, LLC has increased its shares by 192. In the recent year, TFO Wealth Partners, LLC has increased its shares by 851.

It has also owned 187.32 contracts of puts, with the market value of the underlying securities totaling $10.7M on 2024-09-30. At its peak, it held 187.32 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $10.7M on 2024-09-30. At its lowest, it held 187.32 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $10.7M on 2024-09-30.