Walter & Keenan Wealth Management LLC Options Holdings

Walter & Keenan Wealth Management LLC

  • $330 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $330 Million
  • Prior Value $328 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Walter & Keenan Wealth Management LLC Portfolio

Follow Walter & Keenan Wealth Management 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 Walter & Keenan Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Walter & Keenan Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email