Number of Shares
85,091
Previous 79,726 6.73%
Holding current value
$4.43 Billion
Previous $4.27 Billion 3.72%
% of portfolio
0.64%
Previous 0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
N/A
5,365 Added 6.73%
85,091 $4.43 Billion
Q3 2024

Oct 24, 2024

BUY
N/A
79,726 New
79,726 $4.27 Billion
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

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

News

Stay updated on Goldstein Advisors, LLC with notifications on news.