Number of Shares
11,562
Previous 18,332 36.93%
Holding current value
$567 Million
Previous $628 Million 9.72%
% of portfolio
0.19%
Previous 0.24%

Shares

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

Aug 11, 2025

SELL
N/A
-6,770 Reduced 36.93%
11,562 $567 Million
Q1 2025

May 15, 2025

BUY
N/A
1,786 Added 10.79%
18,332 $628 Million
Q4 2024

Feb 11, 2025

BUY
N/A
16,546 New
16,546 $504 Million
Track This Portfolio

Track Mindset Wealth Management, LLC Portfolio

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

News

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