Waller Financial Planning Group, Inc Options Holdings

Waller Financial Planning Group, Inc

  • $397 Million
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SOFI
So Fi Technologies, Inc.

Financial Services
PUT
$154,000
10K
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $397 Million
  • Prior Value $403 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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