Number of Shares
37,333
Previous 35,377 5.53%
Holding current value
$1.02 Billion
Previous $949 Million 7.42%
% of portfolio
0.43%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

BUY
N/A
1,956 Added 5.53%
37,333 $1.02 Billion
Q2 2025

Aug 08, 2025

BUY
N/A
706 Added 2.04%
35,377 $949 Million
Q1 2025

May 07, 2025

BUY
N/A
34,671 New
34,671 $910 Million
Track This Portfolio

Track Keyvantage Wealth, LLC Portfolio

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

News

Stay updated on Keyvantage Wealth, LLC with notifications on news.