Wetherby Asset Management Inc Options Holdings

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NU
Nu Holdings Ltd.

Financial Services
CALL
$204,000
15K
Q3 2024
Added 25.0%

Summary

  • Portfolio
  • No. of Stocks 1,263
  • Current Value $2.13 Billion
  • Prior Value $2.08 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 40 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 528 stocks
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