Archetype Wealth Partners Options Holdings

Archetype Wealth Partners

  • $686 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SLV
I Shares Silver Trust

ETFs
CALL
$3.42 Million
130K
Q4 2024
New holding
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
CALL
$1.36 Million
40K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $686 Million
  • Prior Value $690 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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