Insight Wealth Partners, LLC Options Holdings

Insight Wealth Partners, LLC

  • $581 Million
  • Q1 2024

Options Holdings Table

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

ETFs
CALL
$416 Million
795K
Q1 2024
Reduced 12.83%
EEM
Ishares Msci Emerging Markets

ETFs
CALL
$5.93 Million
144K
Q1 2024
Reduced 0.62%
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$2.74 Million
34.3K
Q1 2024
Reduced 0.58%
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
CALL
$2.46 Million
49.1K
Q1 2024
Added 1.03%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $581 Million
  • Prior Value $577 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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