Valmark Advisers, Inc. Options Holdings

Valmark Advisers, Inc.

  • $5.84 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$5.44 Million
10K
Q1 2024
Added 108.33%

Summary

  • Portfolio
  • No. of Stocks 558
  • Current Value $5.84 Billion
  • Prior Value $5.7 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 43 stocks
  • Additional Purchases 320 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 161 stocks
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