Oak Family Advisors, LLC Options Holdings

Oak Family Advisors, LLC

  • $318 Million
  • Q3 2024

Options Holdings Table

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

ETFs
PUT
$46.9 Million
81.7K
Q3 2024
Added 61.78%
AAPL
Apple Inc.

Technology
PUT
$1.05 Million
4.5K
Q2 2024
Added 125.0%
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$732,000
1.5K
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $318 Million
  • Prior Value $286 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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