Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $230 Million
  • Prior Value $222 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Tpg Financial Advisors, LLC Portfolio

Follow Tpg Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tpg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tpg Financial Advisors, LLC with notifications on news.