Number of Shares
11,763
Previous 14,230 17.34%
Holding current value
$250 Million
Previous $279 Million 10.59%
% of portfolio
0.19%
Previous 0.23%

Shares

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

Aug 13, 2025

SELL
N/A
-2,467 Reduced 17.34%
11,763 $250 Million
Q1 2025

May 08, 2025

SELL
N/A
-2,854 Reduced 16.71%
14,230 $279 Million
Q4 2024

Feb 11, 2025

BUY
N/A
17,084 New
17,084 $345 Million
Track This Portfolio

Track Grantvest Financial Group LLC Portfolio

Follow Grantvest Financial Group 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 Grantvest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grantvest Financial Group LLC with notifications on news.