Cm Wealth Advisors LLC Options Holdings
Cm Wealth Advisors LLC
- $353 Million
- Q1 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 189
- Current Value $353 Million
- Prior Value $232 Million
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 117 stocks
- Additional Purchases 39 stocks
- Sold out of 0 stocks
- Reduced holdings in 15 stocks