Spartan Planning & Wealth Management Options Holdings

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $89.6 Million
  • Prior Value $83.9 Million
  • Filing
  • Period Q4 2023
  • Filing Date March 12, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 39 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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