Number of Shares
14,846
Holding current value
$272 Million
% of portfolio
0.13%

Shares

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

Aug 13, 2024

BUY
N/A
14,846 New
14,846 $272 Million
Track This Portfolio

Track Delap Wealth Advisory, LLC Portfolio

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

News

Stay updated on Delap Wealth Advisory, LLC with notifications on news.