Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $458 Million
  • Prior Value $443 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Pasadena Private Wealth, LLC Portfolio

Follow Pasadena Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pasadena Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pasadena Private Wealth, LLC with notifications on news.