Eads & Heald Wealth Management Options Holdings

Eads & Heald Wealth Management

  • $203 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $203 Million
  • Prior Value $211 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
Track This Portfolio

Track Eads & Heald Wealth Management Portfolio

Follow Eads & Heald Wealth Management 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 Eads & Heald Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Eads & Heald Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email