Ball & CO Wealth Management Inc. Options Holdings

Ball & CO Wealth Management Inc.

  • $93.9 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $93.9 Million
  • Prior Value $93.3 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 7 stocks
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