Patriot Financial Group Insurance Agency, LLC Options Holdings

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
BA
Boeing CO

Industrials
CALL
$177,000
1K
Q4 2024
New holding
BABA
Alibaba Group Holding LTD

Consumer Cyclical
CALL
$127,000
1.5K
Q4 2024
New holding
DOCU
Docusign, Inc.

Technology
CALL
$62,000
700
Q4 2024
Reduced 82.5%
DDD
3 D Systems Corp

Technology
CALL
$16,000
5K
Q4 2024
Added 11.11%
BBAI
Big Bear.Ai Holdings, Inc.

Technology
CALL
$6,000
1.5K
Q4 2024
New holding
MU
Micron Technology Inc

Technology
CALL
$16,000
200
Q4 2024
New holding
PBYI
Puma Biotechnology, Inc.

Healthcare
CALL
$30,000
10K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 481
  • Current Value $704 Million
  • Prior Value $720 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 39 stocks
  • Additional Purchases 240 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 177 stocks
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