Number of Shares
23,305
Previous 28,311 17.68%
Holding current value
$572 Million
Previous $670 Million 14.69%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Jul 29, 2025

SELL
N/A
-5,006 Reduced 17.68%
23,305 $572 Million
Q1 2025

Apr 22, 2025

BUY
N/A
12,537 Added 79.48%
28,311 $670 Million
Q4 2024

Feb 12, 2025

BUY
N/A
15,774 New
15,774 $377 Million
Track This Portfolio

Track Assured Partners Investment Advisors, LLC Portfolio

Follow Assured Partners Investment 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 Assured Partners Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Assured Partners Investment Advisors, LLC with notifications on news.