Number of Shares
165
Previous 160 3.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
N/A
5 Added 3.13%
165 $0
Q1 2025

Apr 25, 2025

BUY
N/A
160 New
160 $0
Track This Portfolio

Track Morgan Rosel Wealth Management, LLC Portfolio

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

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.