Number of Shares
13,972
Previous 14,496 3.61%
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 2024

Nov 08, 2024

SELL
N/A
-524 Reduced 3.61%
13,972 $0
Q2 2024

Aug 13, 2024

BUY
N/A
2,053 Added 16.5%
14,496 $0
Q1 2024

May 15, 2024

BUY
N/A
12,443 New
12,443 $0
Track This Portfolio

Track Moran Wealth Management, LLC Portfolio

Follow Moran Wealth Management, 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 Moran Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moran Wealth Management, LLC with notifications on news.