Number of Shares
66,940
Previous 60,109 11.36%
Holding current value
$1.22 Billion
Previous $1.29 Billion 5.66%
% of portfolio
1.08%
Previous 1.14%

Shares

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

Jul 19, 2024

BUY
N/A
6,831 Added 11.36%
66,940 $1.22 Billion
Q1 2024

May 01, 2024

BUY
N/A
60,109 New
60,109 $1.29 Billion
Track This Portfolio

Track Allen Wealth Management, LLC Portfolio

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

News

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