Number of Shares
2,593
Previous 2,200 17.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
N/A
393 Added 17.86%
2,593 $0
Q2 2024

Jul 18, 2024

SELL
N/A
-564 Reduced 20.41%
2,200 $0
Q1 2024

May 09, 2024

SELL
N/A
-102 Reduced 3.56%
2,764 $0
Q4 2023

Jan 10, 2024

SELL
N/A
-918 Reduced 24.26%
2,866 $0
Q3 2023

Oct 10, 2023

SELL
N/A
-6,988 Reduced 64.87%
3,784 $0
Q2 2023

Jul 20, 2023

BUY
N/A
207 Added 1.96%
10,772 $0
Q1 2023

Apr 12, 2023

BUY
N/A
10,565 New
10,565 $0
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, 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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.