Green Square Capital Advisors LLC Options Holdings

Green Square Capital Advisors LLC

  • $723 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$17.6 Million
30K
Q4 2024
New holding
IEF
Ishares Barclays

ETFs
PUT
$924,000
10K
Q4 2024
New holding
TLT
Ishares Barclays 20+ Year Trea

ETFs
PUT
$611,000
7K
Q4 2024
New holding
SOUN
Soundhound Ai, Inc.

Technology
PUT
$595,000
30K
Q4 2024
New holding
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
CALL
$253,000
1.5K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 186
  • Current Value $723 Million
  • Prior Value $710 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 19 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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