Daner Wealth Management, LLC Options Holdings

Daner Wealth Management, LLC

  • $150 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $150 Million
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
Track This Portfolio

Track Daner Wealth Management, LLC Portfolio

Follow Daner Wealth Management, 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 Daner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daner Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email