Number of Shares
10,582
Previous 7,858 34.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
N/A
2,724 Added 34.67%
10,582 $0
Q1 2024

Aug 14, 2024

BUY
N/A
1,090 Added 16.11%
7,858 $0
Q4 2023

Feb 14, 2024

BUY
N/A
6,768 New
6,768 $0
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.