Number of Shares
6,550
Previous 6,964 5.94%
Holding current value
$476 Million
Previous $503 Million 5.34%
% of portfolio
0.23%
Previous 0.36%

Shares

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

May 07, 2025

SELL
N/A
-414 Reduced 5.94%
6,550 $476 Million
Q4 2024

Feb 14, 2025

BUY
N/A
6,964 New
6,964 $503 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.