Beverly Hills Private Wealth, LLC Options Holdings

Beverly Hills Private Wealth, LLC

  • $433 Billion
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AGNC
Agnc Investment Corp.

Real Estate
PUT
$366,000
37K
Q4 2023
Added 94.74%
C
Citigroup Inc

Financial Services
CALL
$152,000
2.4K
Q4 2023
Added 100.0%
ENVX
Enovix Corp

Industrials
CALL
$32,000
4K
Q1 2024
Reduced 55.56%
JPM
Jpmorgan Chase & CO

Financial Services
CALL
$881,000
4.4K
Q4 2023
Added 83.33%

Summary

  • Portfolio
  • No. of Stocks 1,075
  • Current Value $433 Billion
  • Prior Value $383 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 46 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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