Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $87.7 Million
  • Prior Value $69.3 Million
  • Filing
  • Period Q4 2023
  • Filing Date March 06, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 23 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
Track This Portfolio

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, 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 Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.