Number of Shares
24,686
Previous 23,962 3.02%
Holding current value
$370 Million
Previous $282 Million 31.52%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
N/A
724 Added 3.02%
24,686 $370 Million
Q4 2023

Jan 29, 2024

BUY
N/A
23,962 New
23,962 $282 Million
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.