Modern Wealth Management, LLC Options Holdings

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

Options Holdings Table

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

ETFs
PUT
$152 Million
10.5K
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 446
  • Current Value $1.65 Trillion
  • Prior Value $1.37 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 66 stocks
  • Additional Purchases 251 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
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