Number of Shares
461
Previous 511 9.78%
Holding current value
$202 Million
Previous $210 Million 3.61%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Jul 18, 2024

SELL
N/A
-50 Reduced 9.78%
461 $202 Million
Q4 2023

Feb 13, 2024

BUY
N/A
511 New
511 $210 Million
Track This Portfolio

Track 1858 Wealth Management, LLC Portfolio

Follow 1858 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 1858 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1858 Wealth Management, LLC with notifications on news.