EverSource Wealth Advisors, LLC's ownership history for SPY

EverSource Wealth Advisors, LLC currently holds 27.1K shares with a market value of $18.5M. 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 11.4K shares on 2024-09-30, with a value of $6.6M on 2024-09-30. In the recent 180 days, EverSource Wealth Advisors, LLC has increased its shares by 4.8K. In the recent year, EverSource Wealth Advisors, LLC has increased its shares by 11.5K.

It has also owned 30 contracts of puts, with the market value of the underlying securities totaling $2.0M 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 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.