Number of Shares
49,486
Previous 30,295 63.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2025

BUY
N/A
19,191 Added 63.35%
49,486 $0
Q2 2025

Jul 15, 2025

BUY
N/A
1,405 Added 4.86%
30,295 $0
Q1 2025

Apr 22, 2025

BUY
N/A
28,890 New
28,890 $0
Track This Portfolio

Track Moneywise, Inc. Portfolio

Follow Moneywise, 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 Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.