Number of Shares
674
Previous 739 8.8%
Holding current value
$638 Million
Previous $757 Million 15.79%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 30, 2025

SELL
N/A
-65 Reduced 8.8%
674 $638 Million
Q4 2024

Jan 28, 2025

BUY
N/A
739 New
739 $757 Million
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

Follow Quotient Wealth Partners, 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 Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.