Insight Wealth Partners, LLC's ownership history for SPY

Insight Wealth Partners, LLC currently holds 2.7K shares with a market value of $1.9M. It started holding SPY on 2024-09-30. At its peak, it held 2.7K shares on 2025-12-31. Its highest holding value was $1.9M on 2025-12-31. At its lowest, it held 1.0K shares on 2024-09-30, with a value of $591.1K on 2024-09-30. In the recent 180 days, Insight Wealth Partners, LLC has increased its shares by 1.4K. In the recent year, Insight Wealth Partners, LLC has increased its shares by 1.7K.

It has also owned 7.2K contracts of calls, with the market value of the underlying securities totaling $489.3M on 2024-09-30. At its peak, it held 9.5K contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $556.0M on 2024-12-31. At its lowest, it held 5.6K contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $77.4M on 2025-06-30. In the recent 180 days, Insight Wealth Partners, LLC has decreased its holdings by 257 contracts. In the recent year, Insight Wealth Partners, LLC has decreased its holdings by 2.3K contracts.