Legacy Advisors, LLC Options Holdings

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$156,000
600
Q2 2024
New holding
CVS
Cvs Health Corp

Healthcare
CALL
$12,000
200
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $918 Million
  • Prior Value $821 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 63 stocks
  • Additional Purchases 185 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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