Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $109 Million
  • Prior Value $114 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, 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 Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.