Wells Financial Advisors Inc Options Holdings

Wells Financial Advisors Inc

  • $71.4 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $71.4 Million
  • Prior Value $71.1 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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