Kaufman Rossin Wealth, LLC GE VERNOVA INC Transaction History

Kaufman Rossin Wealth, LLC

  • $158 Billion
  • Q2 2025
Number of Shares
1,347
Previous 1,429 5.74%
Holding current value
$713 Million
Previous $436 Million 63.39%
% of portfolio
0.45%
Previous 0.31%

Shares

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

Jul 11, 2025
SELL
N/A
-82 Reduced 5.74%
1,347 $713 Million
Q1 2025

May 14, 2025
BUY
N/A
1,429 New
1,429 $436 Million
Track This Portfolio

Track Kaufman Rossin Wealth, LLC Portfolio

Follow Kaufman Rossin Wealth, 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 Kaufman Rossin Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kaufman Rossin Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email