Greenwich Wealth Management LLC VANGUARD MALVERN FDS Transaction History

Greenwich Wealth Management LLC

  • $1.32 Billion
  • Q1 2025
Number of Shares
84,702
Previous 80,243 5.56%
Holding current value
$6.56 Million
Previous $6.08 Million 7.81%
% of portfolio
0.5%
Previous 0.43%

Shares

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

May 12, 2025
BUY
N/A
4,459 Added 5.56%
84,702 $6.56 Million
Q4 2024

Feb 10, 2025
BUY
N/A
39,101 Added 95.04%
80,243 $6.08 Million
Q3 2024

Oct 29, 2024
BUY
N/A
30,847 Added 299.63%
41,142 $3.26 Million
Q2 2024

Aug 09, 2024
BUY
N/A
10,295 New
10,295 $783,000
Track This Portfolio

Track Greenwich Wealth Management LLC Portfolio

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

News

Stay updated on Greenwich Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email