Polaris Wealth Advisory Group, LLC Options Holdings

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $1.3 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q3 2023
  • Filing Date October 11, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 49 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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