Bordeaux Wealth Advisors LLC Options Holdings

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $619 Million
  • Prior Value $576 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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