Safeguard Investment Advisory Group, LLC Options Holdings

Safeguard Investment Advisory Group, LLC

  • $350 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $350 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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