Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $175 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.