Mbl Wealth, LLC Options Holdings

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024

Options Holdings Table

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

ETFs
PUT
$2.3 Million
4K
Q3 2024
Reduced 11.11%

Summary

  • Portfolio
  • No. of Stocks 241
  • Current Value $866 Million
  • Prior Value $833 Million
  • Filing
  • Period Q3 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 92 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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