Number of Shares
3,229
Previous 11,062 70.81%
Holding current value
$1.71 Billion
Previous $3.38 Billion 49.4%
% of portfolio
0.48%
Previous 1.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025

SELL
N/A
-7,833 Reduced 70.81%
3,229 $1.71 Billion
Q1 2025

Apr 10, 2025

BUY
N/A
11,062 New
11,062 $3.38 Billion
Track This Portfolio

Track Channel Wealth LLC Portfolio

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

News

Stay updated on Channel Wealth LLC with notifications on news.