Number of Shares
68,949
Previous 44,569 54.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
N/A
24,380 Added 54.7%
68,949 $0
Q3 2024

Nov 04, 2024

BUY
N/A
15,780 Added 54.81%
44,569 $0
Q2 2024

Aug 08, 2024

SELL
N/A
-1,928 Reduced 6.28%
28,789 $0
Q1 2024

May 09, 2024

BUY
N/A
30,717 New
30,717 $0
Track This Portfolio

Track Grand Wealth Management, LLC Portfolio

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

News

Stay updated on Grand Wealth Management, LLC with notifications on news.