Insight Wealth Partners, LLC Options Holdings

Insight Wealth Partners, LLC

  • $498 Million
  • Q3 2024

Options Holdings Table

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

ETFs
CALL
$323 Million
562K
Q3 2024
Reduced 24.53%
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$9.03 Million
108K
Q3 2024
Added 1.12%
EEM
Ishares Msci Emerging Markets

ETFs
CALL
$8.5 Million
185K
Q3 2024
Added 0.54%
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
CALL
$2.29 Million
48.2K
Q3 2024
Reduced 1.23%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $498 Million
  • Prior Value $577 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Insight Wealth Partners, LLC Portfolio

Follow Insight Wealth Partners, 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 Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email