Annex Advisory Services, LLC Options Holdings

Annex Advisory Services, LLC

  • $3.04 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 321
  • Current Value $3.04 Billion
  • Prior Value $2.88 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 132 stocks
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email