Number of Shares
5,987
Previous 6,436 6.98%
Holding current value
$406 Million
Previous $414 Million 2.02%
% of portfolio
0.22%
Previous 0.24%

Shares

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

Oct 21, 2025

SELL
N/A
-449 Reduced 6.98%
5,987 $406 Million
Q2 2025

Jul 31, 2025

SELL
N/A
-17,284 Reduced 72.87%
6,436 $414 Million
Q1 2025

Apr 18, 2025

SELL
N/A
-124,205 Reduced 83.96%
23,720 $1.4 Billion
Q4 2024

Jan 30, 2025

BUY
N/A
4,579 Added 3.19%
147,925 $8.88 Billion
Q3 2024

Oct 15, 2024

BUY
N/A
24,172 Added 20.28%
143,346 $8.98 Billion
Q2 2024

Jul 23, 2024

BUY
N/A
41,026 Added 52.5%
119,174 $7.2 Billion
Q1 2024

Apr 30, 2024

BUY
N/A
78,148 New
78,148 $4.49 Billion
Track This Portfolio

Track Mn Wealth Advisors, LLC Portfolio

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

News

Stay updated on Mn Wealth Advisors, LLC with notifications on news.