Number of Shares
4,318
Previous 4,453 3.03%
Holding current value
$314 Million
Previous $334 Million 6.08%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Apr 21, 2025

SELL
N/A
-135 Reduced 3.03%
4,318 $314 Million
Q4 2024

Jan 16, 2025

BUY
N/A
4,453 New
4,453 $334 Million
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.