Hillcrest Wealth Advisors Ny, LLC Options Holdings

Hillcrest Wealth Advisors Ny, LLC

  • $185 Million
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $185 Million
  • Prior Value $181 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Hillcrest Wealth Advisors Ny, LLC Portfolio

Follow Hillcrest Wealth Advisors Ny, 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 Hillcrest Wealth Advisors Ny, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email