Keeler & Nadler Financial Planning & Wealth Management Options Holdings

Keeler & Nadler Financial Planning & Wealth Management

  • $182 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $182 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q2 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 30 stocks
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