Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 417
  • Current Value $2.25 Billion
  • Prior Value $2.12 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 100 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth 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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.