Number of Shares
2,602
Previous 2,432 6.99%
Holding current value
$379 Million
Previous $249 Million 52.38%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 21, 2025

BUY
N/A
170 Added 6.99%
2,602 $379 Million
Q2 2025

Jul 17, 2025

BUY
N/A
2,432 New
2,432 $249 Million
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

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

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.