Number of Shares
41
Previous 49 16.33%
Holding current value
$38.8 Million
Previous $50.2 Million 22.75%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 30, 2025

SELL
N/A
-8 Reduced 16.33%
41 $38.8 Million
Q4 2024

Feb 28, 2025

BUY
N/A
49 New
49 $50.2 Million
Track This Portfolio

Track Park Square Financial Group, LLC Portfolio

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

News

Stay updated on Park Square Financial Group, LLC with notifications on news.