Principia Wealth Advisory, LLC SMURFIT WESTROCK PLC SHS Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Number of Shares
10
Previous 13 23.08%
Holding current value
$432,000
Previous $555,000 22.16%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-3 Reduced 23.08%
10 $432,000
Q1 2025

Apr 11, 2025
SELL
N/A
-1 Reduced 7.14%
13 $555,000
Q4 2024

Apr 11, 2025
BUY
N/A
14 New
14 $754,000
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, 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 Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email