Mc Kinley Carter Wealth Services, Inc. Options Holdings

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AAPL
Apple Inc.

Technology
PUT
$628,000
2.7K
Q3 2024
Reduced 3.57%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $1.62 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
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