Number of Shares
5,840
Previous 5,840 -0.0%
Holding current value
$218 Million
Previous $201 Million 8.15%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Aug 06, 2024

BUY
N/A
5,840 New
5,840 $201 Million
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

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

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.