Omega Financial Group, LLC's ownership history for SPY

Omega Financial Group, LLC currently holds 5.1K shares with a market value of $3.5M. It started holding SPY on 2024-09-30. At its peak, it held 8.4K shares on 2024-12-31. Its highest holding value was $4.9M on 2024-12-31. At its lowest, it held 5.1K shares on 2025-12-31, with a value of $3.2M on 2025-06-30. In the recent 180 days, Omega Financial Group, LLC has decreased its shares by 117. In the recent year, Omega Financial Group, LLC has decreased its shares by 3.3K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $68.2K on 2025-06-30. At its peak, it held 1 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $68.2K on 2025-12-31. At its lowest, it held 1 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $61.8K on 2025-06-30. In the recent 180 days, Omega Financial Group, LLC has increased its holdings by 0 contracts.