Number of Shares
30,659
Previous 19,430 57.79%
Holding current value
$1.64 Billion
Previous $1.01 Billion 62.32%
% of portfolio
0.32%
Previous 0.2%

Shares

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

Apr 22, 2025

BUY
N/A
11,229 Added 57.79%
30,659 $1.64 Billion
Q4 2024

Feb 12, 2025

BUY
N/A
19,430 New
19,430 $1.01 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.