Dogwood Wealth Management LLC Options Holdings

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 592
  • Current Value $174 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q3 2024
  • Filing Date February 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 404 stocks
  • Additional Purchases 96 stocks
  • Sold out of 12 stocks
  • Reduced holdings in 42 stocks
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