Precedent Wealth Partners, LLC Options Holdings

Precedent Wealth Partners, LLC

  • $248 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $248 Billion
  • Prior Value $233 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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