W.G. Shaheen & Associates Dba Whitney & CO Options Holdings

W.G. Shaheen & Associates Dba Whitney & CO

  • $963 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
BBIO
Bridge Bio Pharma, Inc.

Healthcare
CALL
$518,000
12K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $963 Million
  • Prior Value $894 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track This Portfolio

Track W.G. Shaheen & Associates Dba Whitney & CO Portfolio

Follow W.G. Shaheen & Associates Dba Whitney & CO 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 W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email