High Mark Wealth Management LLC Options Holdings
High Mark Wealth Management LLC
- $198 Million
- Q2 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 616
- Current Value $198 Million
- Prior Value $166 Million
- Filing
- Period Q2 2025
- Filing Date July 21, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 75 stocks
- Additional Purchases 166 stocks
- Sold out of 1 stocks
- Reduced holdings in 92 stocks