Number of Shares
26,168
Previous 26,170 0.01%
Holding current value
$799 Million
Previous $753 Million 6.12%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Jul 22, 2025

SELL
N/A
-2 Reduced 0.01%
26,168 $799 Million
Q1 2025

Apr 21, 2025

SELL
N/A
-5,684 Reduced 17.84%
26,170 $753 Million
Q4 2024

Feb 04, 2025

BUY
N/A
31,854 New
31,854 $878 Million
Track This Portfolio

Track Siligmueller & Norvid Wealth Advisors LLC Portfolio

Follow Siligmueller & Norvid Wealth Advisors 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 Siligmueller & Norvid Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Siligmueller & Norvid Wealth Advisors LLC with notifications on news.