Number of Shares
7,966
Previous 2,920 172.81%
Holding current value
$706 Million
Previous $256 Million 175.92%
% of portfolio
0.14%
Previous 0.05%

Shares

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

Apr 30, 2025

BUY
N/A
5,046 Added 172.81%
7,966 $706 Million
Q4 2024

Feb 07, 2025

BUY
N/A
2,920 New
2,920 $256 Million
Track This Portfolio

Track Austin Wealth Management, LLC Portfolio

Follow Austin Wealth Management, 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 Austin Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Wealth Management, LLC with notifications on news.