Napa Wealth Management Options Holdings

Napa Wealth Management

  • $148 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $148 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 56 stocks
  • Additional Purchases 26 stocks
  • Sold out of 19 stocks
  • Reduced holdings in 30 stocks
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