Number of Shares
66,380
Previous 68,216 2.69%
Holding current value
$1.68 Billion
Previous $1.56 Billion 7.8%
% of portfolio
0.05%
Previous 0.05%

Shares

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

May 01, 2025

SELL
N/A
-1,836 Reduced 2.69%
66,380 $1.68 Billion
Q4 2024

Jan 27, 2025

BUY
N/A
68,216 New
68,216 $1.56 Billion
Track This Portfolio

Track Bleakley Financial Group, LLC Portfolio

Follow Bleakley Financial Group, 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 Bleakley Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bleakley Financial Group, LLC with notifications on news.