Legacy Wealth Managment, Llc/Id Options Holdings

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024

Options Holdings Table

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

ETFs
PUT
$3.81 Million
6.5K
Q4 2024
Reduced 47.15%
NVDA
Nvidia Corp

Technology
CALL
$255,000
1.9K
Q4 2024
Reduced 5.0%
BA
Boeing CO

Industrials
CALL
$17,000
100
Q4 2024
New holding
MU
Micron Technology Inc

Technology
CALL
$8,000
100
Q3 2024
New holding
DVN
Devon Energy Corp

Energy
CALL
$6,000
200
Q4 2024
New holding
BITO
Proshares Tr Bitcoin Strategy

ETFs
CALL
$2,000
100
Q4 2024
New holding
Volatility Shs Tr
CALL
$0
2K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 795
  • Current Value $139 Million
  • Prior Value $142 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 122 stocks
  • Additional Purchases 178 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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