Monterey Private Wealth, Inc. Options Holdings

Monterey Private Wealth, Inc.

  • $293 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $293 Million
  • Prior Value $267 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, Inc. 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 Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email