Number of Shares
437
Previous 431 1.39%
Holding current value
$208 Million
Previous $202 Million 2.67%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 06, 2025

BUY
N/A
6 Added 1.39%
437 $208 Million
Q2 2025

Jul 29, 2025

SELL
N/A
-4 Reduced 0.92%
431 $202 Million
Q1 2025

Apr 22, 2025

BUY
N/A
435 New
435 $203 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.