Prestige Wealth Management Group LLC Options Holdings

Prestige Wealth Management Group LLC

  • $447 Million
  • Q1 2025

Options Holdings Table

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

Consumer Defensive
CALL
$87,000
1K
Q1 2025
New holding
PATH
Ui Path, Inc.

Technology
CALL
$20,000
2K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,297
  • Current Value $447 Million
  • Prior Value $456 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 33 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 171 stocks
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