Bsw Wealth Partners Options Holdings
Bsw Wealth Partners
- $653 Million
- Q1 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 306
- Current Value $653 Million
- Prior Value $676 Million
- Filing
- Period Q1 2025
- Filing Date April 24, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 27 stocks
- Additional Purchases 112 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks