Shakespeare Wealth Management, Inc. Options Holdings

Shakespeare Wealth Management, Inc.

  • $344 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $344 Million
  • Prior Value $346 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Shakespeare Wealth Management, Inc. Portfolio

Follow Shakespeare Wealth Management, Inc. 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 Shakespeare Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shakespeare Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email