Strategic Wealth Partners, Ltd. Options Holdings

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
IEF
Ishares Barclays

ETFs
CALL
$7.32 Million
74.6K
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 304
  • Current Value $947 Million
  • Prior Value $943 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 145 stocks
  • Sold out of 13 stocks
  • Reduced holdings in 118 stocks
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