Cap Wealth Advisors, LLC Options Holdings

Cap Wealth Advisors, LLC

  • $903 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
LUMN
Lumen Technologies, Inc.

Communication Services
CALL
$4.26 Million
600K
Q4 2023
Added 50.0%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $903 Million
  • Prior Value $781 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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