Legacy Wealth Managment, Llc/Id Options Holdings

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025

Options Holdings Table

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

ETFs
PUT
$3.58 Million
6.4K
Q1 2025
Reduced 1.54%
NVDA
Nvidia Corp

Technology
CALL
$205,000
1.9K
Q4 2024
Reduced 5.0%
COIN
Coinbase Global, Inc.

Technology
CALL
$17,000
100
Q1 2025
New holding
MU
Micron Technology Inc

Technology
CALL
$17,000
200
Q1 2025
Added 100.0%
BITO
Proshares Tr Bitcoin Strategy

ETFs
CALL
$5,000
300
Q1 2025
Added 200.0%
Volatility Shs Tr
CALL
$0
7K
Q1 2025
Added 250.0%

Summary

  • Portfolio
  • No. of Stocks 860
  • Current Value $122 Million
  • Prior Value $139 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 106 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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