Topel & Distasi Wealth Management, LLC Options Holdings

Topel & Distasi Wealth Management, LLC

  • $214 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $214 Million
  • Prior Value $234 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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