Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $460 Million
  • Prior Value $407 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 33 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
Track This Portfolio

Track Paradigm Financial Partners, LLC Portfolio

Follow Paradigm Financial Partners, 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 Paradigm Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm Financial Partners, LLC with notifications on news.