Surience Private Wealth LLC Options Holdings

Surience Private Wealth LLC

  • $56.4 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Ishares Bitcoin Trust ETF
CALL
$0
5K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $56.4 Million
  • Prior Value $76.2 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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