Insight Wealth Partners, LLC Options Holdings

Insight Wealth Partners, LLC

  • $577 Million
  • Q2 2024

Options Holdings Table

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

ETFs
CALL
$406 Million
745K
Q2 2024
Reduced 6.24%
EFA
Ishares Tr Msci Eafe ETF

ETFs
CALL
$8.37 Million
107K
Q2 2024
Added 211.37%
EEM
Ishares Msci Emerging Markets

ETFs
CALL
$7.85 Million
184K
Q2 2024
Added 27.72%
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
CALL
$2.14 Million
48.8K
Q2 2024
Reduced 0.61%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $577 Million
  • Prior Value $581 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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