Number of Shares
18,205
Previous 20,583 11.55%
Holding current value
$470 Million
Previous $538 Million 12.72%
% of portfolio
0.38%
Previous 0.6%

Shares

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

May 08, 2025

SELL
N/A
-2,378 Reduced 11.55%
18,205 $470 Million
Q4 2024

Feb 11, 2025

BUY
N/A
20,583 New
20,583 $538 Million
Track This Portfolio

Track Grantvest Financial Group LLC Portfolio

Follow Grantvest Financial Group 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 Grantvest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grantvest Financial Group LLC with notifications on news.