Prestige Wealth Management Group LLC Options Holdings

Prestige Wealth Management Group LLC

  • $460 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
DG
Dollar General Corp

Consumer Defensive
CALL
$1.27 Million
15K
Q3 2024
New holding
EPAM
Epam Systems, Inc.

Technology
CALL
$37,000
200
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 1,324
  • Current Value $460 Million
  • Prior Value $442 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 71 stocks
  • Additional Purchases 164 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 158 stocks
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