Montag A & Associates Inc Options Holdings

Montag A & Associates Inc

  • $1.97 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 994
  • Current Value $1.97 Billion
  • Prior Value $2.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 53 stocks
  • Additional Purchases 202 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 258 stocks
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