Regent Peak Wealth Advisors LLC Options Holdings

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 180
  • Current Value $449 Million
  • Prior Value $449 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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