Number of Shares
6,282
Previous 6,365 1.3%
Holding current value
$308 Million
Previous $218 Million 41.27%
% of portfolio
0.31%
Previous 0.24%

Shares

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

Aug 04, 2025

SELL
N/A
-83 Reduced 1.3%
6,282 $308 Million
Q1 2025

May 05, 2025

BUY
N/A
6,365 New
6,365 $218 Million
Track This Portfolio

Track 4 Wealth Advisors, Inc. Portfolio

Follow 4 Wealth Advisors, Inc. 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 4 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Wealth Advisors, Inc. with notifications on news.