Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $317 Million
  • Prior Value $290 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 60 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
Track This Portfolio

Track Sovereign Investment Advisors, LLC Portfolio

Follow Sovereign Investment Advisors, 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 Sovereign Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Investment Advisors, LLC with notifications on news.