Robertson Stephens Wealth Management, LLC Options Holdings

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
CALL
$42.6 Million
174K
Q3 2024
Reduced 37.33%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$516,000
900
Q2 2024
New holding
TWLO
Twilio Inc

Communication Services
PUT
$423,000
6.5K
Q2 2024
Reduced 99.0%

Summary

  • Portfolio
  • No. of Stocks 619
  • Current Value $2.7 Billion
  • Prior Value $1.94 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 149 stocks
  • Additional Purchases 219 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 205 stocks
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