Baker Tilly Wealth Management, LLC Options Holdings
Baker Tilly Wealth Management, LLC
- $220 Million
- Q3 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 234
- Current Value $220 Million
- Prior Value $239 Million
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 15 stocks
- Additional Purchases 94 stocks
- Sold out of 0 stocks
- Reduced holdings in 118 stocks