Element Wealth, LLC's ownership history for SPY

Element Wealth, LLC currently holds 6.3K shares with a market value of $4.1M. It started holding SPY on 2024-09-30. At its peak, it held 12.4K shares on 2024-09-30. Its highest holding value was $7.1M on 2024-09-30. At its lowest, it held 6.3K shares on 2026-03-31, with a value of $4.1M on 2026-03-31. In the recent 180 days, Element Wealth, LLC has decreased its shares by 207. In the recent year, Element Wealth, LLC has decreased its shares by 2.2K.

It has also owned 13 contracts of calls, with the market value of the underlying securities totaling $845.4K on 2025-09-30. At its peak, it held 13 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $886.5K on 2025-12-31. At its lowest, it held 13 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $845.4K on 2026-03-31. In the recent 180 days, Element Wealth, LLC has increased its holdings by 0 contracts.