Number of Shares
16,571
Previous 16,293 1.71%
Holding current value
$1.77 Billion
Previous $2.01 Billion 11.96%
% of portfolio
0.4%
Previous 0.44%

Shares

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

Apr 23, 2025

BUY
N/A
278 Added 1.71%
16,571 $1.77 Billion
Q4 2024

Feb 11, 2025

BUY
N/A
1,621 Added 11.05%
16,293 $2.01 Billion
Q3 2024

Dec 19, 2024

SELL
N/A
-3,280 Reduced 18.27%
14,672 $2.1 Billion
Q2 2024

Dec 19, 2024

BUY
N/A
1,911 Added 11.91%
17,952 $2.94 Billion
Q1 2024

Dec 19, 2024

BUY
N/A
16,041 New
16,041 $2 Billion
Track This Portfolio

Track Independent Solutions Wealth Management, LLC Portfolio

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

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.