Southern Wealth Management, LLP Options Holdings

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $258 Million
  • Prior Value $249 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 12, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 2 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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