Number of Shares
170
Previous 400 57.5%
Holding current value
$2.59 Million
Previous $11.2 Million 76.92%
% of portfolio
0.0%
Previous 0.02%

Shares

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

May 02, 2025

SELL
N/A
-230 Reduced 57.5%
170 $2.59 Million
Q4 2024

Feb 26, 2025

BUY
N/A
400 New
400 $11.2 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.