Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $257 Million
  • Prior Value $255 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 29 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Retirement Capital Strategies Portfolio

Follow Retirement Capital Strategies 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 Retirement Capital Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Capital Strategies with notifications on news.