Waller Financial Planning Group, Inc Options Holdings

Waller Financial Planning Group, Inc

  • $355 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$57,000
300
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $355 Million
  • Prior Value $397 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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