Number of Shares
8,406
Previous 6,846 22.79%
Holding current value
$1.37 Billion
Previous $451 Million 204.43%
% of portfolio
0.9%
Previous 0.33%

Shares

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

Jan 15, 2025

BUY
N/A
1,560 Added 22.79%
8,406 $1.37 Billion
Q3 2024

Oct 08, 2024

BUY
N/A
176 Added 2.64%
6,846 $451 Million
Q2 2024

Jul 15, 2024

BUY
N/A
6,670 New
6,670 $426 Million
Track This Portfolio

Track Stone Crest Wealth Management, Inc. Portfolio

Follow Stone Crest Wealth Management, Inc. 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 Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.