Number of Shares
4,024
Previous 4,014 0.25%
Holding current value
$136 Million
Previous $119 Million 14.08%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Nov 14, 2024

BUY
N/A
10 Added 0.25%
4,024 $136 Million
Q2 2024

Aug 13, 2024

BUY
N/A
10 Added 0.25%
4,014 $119 Million
Q1 2024

May 14, 2024

BUY
N/A
12 Added 0.3%
4,004 $115 Million
Q4 2023

Feb 08, 2024

BUY
N/A
3,992 New
3,992 $109 Million
Track This Portfolio

Track Kiely Wealth Advisory Group, Inc. Portfolio

Follow Kiely Wealth Advisory Group, Inc. 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 Kiely Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kiely Wealth Advisory Group, Inc. with notifications on news.