High Net Worth Advisory Group LLC Options Holdings

High Net Worth Advisory Group LLC

  • $358 Million
  • Q3 2024

Options Holdings Table

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

ETFs
PUT
$6.26 Million
10.9K
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 223
  • Current Value $358 Million
  • Prior Value $334 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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