Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $175 Million
  • Prior Value $162 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Hapanowicz & Associates Financial Services, Inc Portfolio

Follow Hapanowicz & Associates Financial Services, Inc 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 Hapanowicz & Associates Financial Services, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hapanowicz & Associates Financial Services, Inc with notifications on news.