Number of Shares
21,100
Previous 20,650 2.18%
Holding current value
$665 Million
Previous $730 Million 8.97%
% of portfolio
0.72%
Previous 0.78%

Shares

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

May 12, 2025

BUY
N/A
450 Added 2.18%
21,100 $665 Million
Q4 2024

May 12, 2025

BUY
N/A
20,650 New
20,650 $730 Million
Track This Portfolio

Track Infinity Wealth Counsel, LLC Portfolio

Follow Infinity Wealth Counsel, 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 Infinity Wealth Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Infinity Wealth Counsel, LLC with notifications on news.