Wealthpoint, LLC Options Holdings

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $247 Million
  • Prior Value $272 Million
  • Filing
  • Period Q3 2023
  • Filing Date October 12, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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