Number of Shares
2,521
Previous 2,433 3.62%
Holding current value
$2.94 Billion
Previous $2.55 Billion 15.14%
% of portfolio
0.65%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025

BUY
N/A
88 Added 3.62%
2,521 $2.94 Billion
Q2 2025

Jul 29, 2025

BUY
N/A
2,030 Added 503.72%
2,433 $2.55 Billion
Q1 2025

Apr 22, 2025

BUY
N/A
2 Added 0.5%
403 $381 Million
Q4 2024

Feb 12, 2025

BUY
N/A
401 New
401 $411 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.