Mount Yale Investment Advisors, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Number of Shares
20,555
Previous 21,097 2.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2025
SELL
N/A
-542 Reduced 2.57%
20,555 $0
Q1 2025

Apr 16, 2025
SELL
N/A
-611 Reduced 2.81%
21,097 $0
Q4 2024

Jan 22, 2025
SELL
N/A
-9,177 Reduced 29.71%
21,708 $0
Q3 2024

Oct 23, 2024
SELL
N/A
-2,688 Reduced 8.01%
30,885 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-17,293 Reduced 34.0%
33,573 $0
Q1 2024

May 15, 2024
SELL
N/A
-2,441 Reduced 4.58%
50,866 $0
Q4 2023

Feb 12, 2024
SELL
N/A
-2,625 Reduced 4.69%
53,307 $0
Q3 2023

Oct 11, 2023
BUY
N/A
7,554 Added 15.61%
55,932 $0
Q2 2023

Aug 14, 2023
BUY
N/A
48,378 New
48,378 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email