Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 237
  • Current Value $1.03 Billion
  • Prior Value $973 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
Track This Portfolio

Track Brandywine Oak Private Wealth LLC Portfolio

Follow Brandywine Oak Private Wealth 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 Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.