Number of Shares
29,662
Previous 8,574 245.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
N/A
21,088 Added 245.95%
29,662 $0
Q2 2024

Aug 06, 2024

BUY
N/A
8,574 New
8,574 $0
Q4 2023

Jan 29, 2024

SELL
N/A
-6,141 Reduced 99.89%
7 $3.02 Million
Q3 2023

Nov 07, 2023

BUY
N/A
713 Added 13.12%
6,148 $2.29 Million
Q1 2023

May 15, 2023

BUY
N/A
5,435 New
5,435 $1.93 Million
Track This Portfolio

Track Ibex Wealth Advisors Portfolio

Follow Ibex Wealth Advisors 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 Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.