Number of Shares
23,929
Previous 17,548 36.36%
Holding current value
$1.06 Billion
Previous $764 Million 39.12%
% of portfolio
0.45%
Previous 0.37%

Shares

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

Nov 06, 2024

BUY
N/A
6,381 Added 36.36%
23,929 $1.06 Billion
Q2 2024

Aug 12, 2024

BUY
N/A
536 Added 3.15%
17,548 $764 Million
Q1 2024

May 31, 2024

BUY
N/A
17,012 New
17,012 $718 Million
Track This Portfolio

Track Maxwell Wealth Strategies Inc. Portfolio

Follow Maxwell Wealth Strategies 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 Maxwell Wealth Strategies Inc., based on Form 13F filings with the SEC.

News

Stay updated on Maxwell Wealth Strategies Inc. with notifications on news.