Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $342 Million
  • Prior Value $333 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
Track This Portfolio

Track Wambolt & Associates, LLC Portfolio

Follow Wambolt & Associates, 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 Wambolt & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wambolt & Associates, LLC with notifications on news.