Number of Shares
3,020
Previous 3,020 -0.0%
Holding current value
$225 Million
Previous $239 Million 6.03%
% of portfolio
0.13%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Oct 30, 2025

SELL
N/A
-750 Reduced 19.89%
3,020 $212 Million
Q4 2024

Oct 30, 2025

BUY
N/A
3,770 New
3,770 $273 Million
Track This Portfolio

Track Emergent Wealth Advisors, LLC Portfolio

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

News

Stay updated on Emergent Wealth Advisors, LLC with notifications on news.