Crestwood Advisors Group LLC Options Holdings

Crestwood Advisors Group LLC

  • $5.07 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
STT
State Street Corp

Financial Services
PUT
$1.06 Million
12K
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 534
  • Current Value $5.07 Billion
  • Prior Value $4.74 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 32 stocks
  • Additional Purchases 236 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 145 stocks
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