Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $137 Million
  • Prior Value $132 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track This Portfolio

Track Wealth Trust Asset Management, LLC Portfolio

Follow Wealth Trust Asset Management, 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 Wealth Trust Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Asset Management, LLC with notifications on news.