Number of Shares
1,760
Previous 1,418 24.12%
Holding current value
$826 Million
Previous $660 Million 25.06%
% of portfolio
0.07%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025

BUY
N/A
342 Added 24.12%
1,760 $826 Million
Q1 2025

Apr 14, 2025

BUY
N/A
300 Added 26.83%
1,418 $660 Million
Q4 2024

Jan 15, 2025

BUY
N/A
20 Added 1.82%
1,118 $468 Million
Q3 2024

Oct 17, 2024

BUY
N/A
169 Added 18.19%
1,098 $524 Million
Q2 2024

Jul 23, 2024

BUY
N/A
187 Added 25.2%
929 $408 Million
Q1 2024

May 07, 2024

BUY
N/A
237 Added 46.93%
742 $345 Million
Q4 2023

Feb 06, 2024

BUY
N/A
505 New
505 $207 Million
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth 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 Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.