Number of Shares
4,053
Previous 4,723 14.19%
Holding current value
$263 Million
Previous $447 Million 41.17%
% of portfolio
0.28%
Previous 0.74%

Shares

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

May 02, 2025

SELL
N/A
-670 Reduced 14.19%
4,053 $263 Million
Q4 2024

Feb 26, 2025

BUY
N/A
4,723 New
4,723 $447 Million
Track This Portfolio

Track Capital A Wealth Management, LLC Portfolio

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

News

Stay updated on Capital A Wealth Management, LLC with notifications on news.