Bordeaux Wealth Advisors LLC BROOKFIELD CORP Transaction History

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 2024
Number of Shares
7,932
Previous 7,351 7.9%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024
BUY
N/A
581 Added 7.9%
7,932 $0
Q2 2024

Aug 02, 2024
SELL
N/A
-2 Reduced 0.03%
7,351 $0
Q1 2024

Apr 29, 2024
BUY
N/A
15 Added 0.2%
7,353 $0
Q2 2023

Aug 09, 2023
BUY
N/A
7,338 New
7,338 $0
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth 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 Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email