Wealthspan Partners, LLC Options Holdings

Wealthspan Partners, LLC

  • $222 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Pepsico Inc
CALL
$0
7.5K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $222 Million
  • Prior Value $205 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC 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 Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email