Number of Shares
13,673
Previous 16,537 17.32%
Holding current value
$705 Million
Previous $850 Million 17.0%
% of portfolio
0.16%
Previous 0.21%

Shares

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

Oct 06, 2025

SELL
N/A
-2,864 Reduced 17.32%
13,673 $705 Million
Q2 2025

Jul 29, 2025

SELL
N/A
-41,603 Reduced 71.56%
16,537 $850 Million
Q1 2025

Apr 22, 2025

SELL
N/A
-13,248 Reduced 18.56%
58,140 $2.97 Billion
Q4 2024

Feb 12, 2025

BUY
N/A
71,388 New
71,388 $3.62 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.