Montag & Caldwell, LLC Options Holdings

Montag & Caldwell, LLC

  • $465 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $465 Million
  • Prior Value $490 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 54 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track Montag & Caldwell, LLC Portfolio

Follow Montag & Caldwell, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag & Caldwell, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montag & Caldwell, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email