Caliber Wealth Management, LLC Options Holdings

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
LULU
Lululemon Athletica Inc.

Consumer Cyclical
CALL
$78,000
200
Q1 2024
New holding
ASAN
Asana, Inc.

Technology
CALL
$30,000
2K
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $188 Million
  • Prior Value $170 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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