Concord Wealth Partners Options Holdings

Concord Wealth Partners

  • $599 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$984,000
2.1K
Q1 2025
Added 50.0%

Summary

  • Portfolio
  • No. of Stocks 815
  • Current Value $599 Million
  • Prior Value $603 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 85 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 253 stocks
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