Number of Shares
324,035
Previous 159,405 103.28%
Holding current value
$6.3 Billion
Previous $3.45 Billion 82.78%
% of portfolio
1.43%
Previous 0.83%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
N/A
164,630 Added 103.28%
324,035 $6.3 Billion
Q4 2024

Jan 16, 2025

BUY
N/A
159,405 New
159,405 $3.45 Billion
Track This Portfolio

Track Brady Martz Wealth Solutions, LLC Portfolio

Follow Brady Martz Wealth Solutions, 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 Brady Martz Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Martz Wealth Solutions, LLC with notifications on news.