Smith & Howard Wealth Management, LLC Options Holdings

Smith & Howard Wealth Management, LLC

  • $322 Million
  • Q1 2024

Options Holdings Table

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

ETFs
CALL
$784,000
1.5K
Q1 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $322 Million
  • Prior Value $283 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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