Number of Shares
26,536
Previous 18,322 44.83%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025

BUY
N/A
8,214 Added 44.83%
26,536 $0
Q1 2025

Apr 16, 2025

BUY
N/A
376 Added 2.1%
18,322 $0
Q4 2024

Jan 22, 2025

SELL
N/A
-2,197 Reduced 10.91%
17,946 $0
Q3 2024

Oct 23, 2024

BUY
N/A
7,777 Added 62.89%
20,143 $0
Q2 2024

Aug 13, 2024

BUY
N/A
105 Added 0.86%
12,366 $0
Q1 2024

May 15, 2024

BUY
N/A
12,261 New
12,261 $0
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment 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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.