Charles Carroll Financial Partners, LLC Options Holdings

Charles Carroll Financial Partners, LLC

  • $92.9 Million
  • Q4 2023

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $92.9 Million
  • Prior Value $80.5 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 06, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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