Number of Shares
11,649
Previous 10,061 15.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 07, 2025

BUY
N/A
1,588 Added 15.78%
11,649 $0
Q4 2024

Jan 30, 2025

BUY
N/A
344 Added 3.54%
10,061 $0
Q3 2024

Nov 12, 2024

BUY
N/A
98 Added 1.02%
9,717 $0
Q2 2024

Aug 05, 2024

BUY
N/A
87 Added 0.91%
9,619 $0
Q1 2024

May 06, 2024

BUY
N/A
2 Added 0.02%
9,532 $0
Q4 2023

Feb 06, 2024

BUY
N/A
145 Added 1.55%
9,530 $0
Q3 2023

Nov 06, 2023

BUY
N/A
162 Added 1.76%
9,385 $0
Q2 2023

Aug 07, 2023

BUY
N/A
9,223 New
9,223 $0
Track This Portfolio

Track Accretive Wealth Partners, LLC Portfolio

Follow Accretive Wealth Partners, 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 Accretive Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.