Number of Shares
156,332
Previous 66,589 134.77%
Holding current value
$3.71 Billion
Previous $1.62 Billion 128.98%
% of portfolio
1.68%
Previous 0.81%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

BUY
N/A
89,743 Added 134.77%
156,332 $3.71 Billion
Q4 2024

Feb 07, 2025

BUY
N/A
66,589 New
66,589 $1.62 Billion
Track This Portfolio

Track New Insight Wealth Advisors Portfolio

Follow New Insight Wealth Advisors 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 New Insight Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on New Insight Wealth Advisors with notifications on news.