Circle Wealth Management, LLC Options Holdings

Circle Wealth Management, LLC

  • $4.34 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$13.6 Million
25K
Q1 2024
New holding
JPM
Jpmorgan Chase & CO

Financial Services
CALL
$364,000
1.8K
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 213
  • Current Value $4.34 Billion
  • Prior Value $4.03 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 40 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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