Consilio Wealth Advisors, LLC Options Holdings

Consilio Wealth Advisors, LLC

  • $213 Million
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $213 Million
  • Prior Value $197 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Consilio Wealth Advisors, LLC Portfolio

Follow Consilio Wealth Advisors, LLC 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 Consilio Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilio Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email