Wealthspan Partners, LLC Options Holdings

Wealthspan Partners, LLC

  • $238 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Spdr S&P 500 ETF Tr
PUT
$0
2K
Q3 2025
New holding
Jd.Com Inc
CALL
$0
19K
Q3 2025
New holding
Novo Nordisk A S
CALL
$0
6K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $238 Million
  • Prior Value $222 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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