Kellett Schaffner Wealth Advisors LLC Options Holdings

Kellett Schaffner Wealth Advisors LLC

  • $124 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $124 Million
  • Prior Value $144 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
Track This Portfolio

Track Kellett Schaffner Wealth Advisors LLC Portfolio

Follow Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kellett Schaffner Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email