Smith & Howard Wealth Management, LLC Options Holdings

Smith & Howard Wealth Management, LLC

  • $354 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$459,000
800
Q3 2024
Reduced 52.94%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $354 Million
  • Prior Value $335 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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