Wealthsource Partners, LLC Options Holdings

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Options Holdings Table

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

ETFs
CALL
$2.19 Million
4.6K
Q4 2023
Reduced 36.99%

Summary

  • Portfolio
  • No. of Stocks 503
  • Current Value $1.52 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q4 2023
  • Filing Date January 12, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 45 stocks
  • Additional Purchases 155 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 256 stocks
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