Number of Shares
10,740
Previous 54,571 80.32%
Holding current value
$339 Million
Previous $1.63 Billion 79.24%
% of portfolio
0.08%
Previous 0.32%

Shares

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

Jul 29, 2025

SELL
N/A
-43,831 Reduced 80.32%
10,740 $339 Million
Q1 2025

Apr 22, 2025

SELL
N/A
-1,356 Reduced 2.42%
54,571 $1.63 Billion
Q4 2024

Feb 12, 2025

BUY
N/A
55,927 New
55,927 $1.7 Billion
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.