Executive Wealth Management, LLC Options Holdings

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 366
  • Current Value $1.16 Billion
  • Prior Value $730 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 106 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, 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 Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email