Number of Shares
31,068
Previous 52,664 41.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
N/A
-21,596 Reduced 41.01%
31,068 $0
Q1 2024

Apr 15, 2024

SELL
N/A
-37,549 Reduced 41.62%
52,664 $0
Q4 2023

Jan 11, 2024

BUY
N/A
90,213 New
90,213 $0
Q2 2023

Jul 14, 2023

SELL
N/A
-1,132 Reduced 1.17%
95,998 $0
Q1 2023

Apr 12, 2023

BUY
N/A
97,130 New
97,130 $0
Track This Portfolio

Track Cfm Wealth Partners LLC Portfolio

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

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.