Phillips Financial Management, LLC Options Holdings
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
---|---|---|---|---|---|
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
Summary
- Portfolio
- No. of Stocks 276
- Current Value $1.25 Billion
- Prior Value $1.18 Billion
- Filing
- Period Q3 2024
- Filing Date November 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 13 stocks
- Additional Purchases 75 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks