Modern Wealth Management, LLC Options Holdings

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$345 Million
23.8K
Q4 2024
Added 126.67%

Summary

  • Portfolio
  • No. of Stocks 619
  • Current Value $2.86 Trillion
  • Prior Value $1.65 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 199 stocks
  • Additional Purchases 300 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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