Number of Shares
53,717
Previous 33,150 62.04%
Holding current value
$1.35 Billion
Previous $833 Million 62.43%
% of portfolio
1.28%
Previous 0.83%

Shares

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

May 08, 2025

BUY
N/A
20,567 Added 62.04%
53,717 $1.35 Billion
Q4 2024

Feb 13, 2025

BUY
N/A
33,150 New
33,150 $833 Million
Track This Portfolio

Track Entruity Wealth, LLC Portfolio

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

News

Stay updated on Entruity Wealth, LLC with notifications on news.