Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $178 Million
  • Prior Value $170 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Carl Stuart Investment Advisor, Inc Portfolio

Follow Carl Stuart Investment Advisor, Inc 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 Carl Stuart Investment Advisor, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Carl Stuart Investment Advisor, Inc with notifications on news.