Number of Shares
16,517
Previous 31,956 48.31%
Holding current value
$1.83 Billion
Previous $4.6 Billion 60.16%
% of portfolio
0.39%
Previous 0.94%

Shares

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

May 02, 2025

SELL
N/A
-15,439 Reduced 48.31%
16,517 $1.83 Billion
Q4 2024

Feb 14, 2025

BUY
N/A
31,956 New
31,956 $4.6 Billion
Track This Portfolio

Track Burling Wealth Partners, LLC Portfolio

Follow Burling Wealth Partners, 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 Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burling Wealth Partners, LLC with notifications on news.