Waypoint Wealth Counsel Options Holdings

Waypoint Wealth Counsel

  • $149 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
PUT
$976 Million
2K
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $149 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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