Number of Shares
16,076
Previous 16,676 3.6%
Holding current value
$1.25 Billion
Previous $1.84 Billion 32.42%
% of portfolio
0.58%
Previous 0.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

SELL
N/A
-600 Reduced 3.6%
16,076 $1.25 Billion
Q4 2024

Feb 11, 2025

BUY
N/A
16,676 New
16,676 $1.84 Billion
Track This Portfolio

Track Potentia Wealth Portfolio

Follow Potentia Wealth 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 Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.