North Berkeley Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025
Number of Shares
448,170
Previous 449,785 0.36%
Holding current value
$4.69 Billion
Previous $4.56 Billion 2.79%
% of portfolio
4.3%
Previous 4.75%

Shares

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

Aug 13, 2025
SELL
N/A
-1,615 Reduced 0.36%
448,170 $4.69 Billion
Q1 2025

Aug 13, 2025
SELL
N/A
-6,609 Reduced 1.45%
449,785 $4.56 Billion
Q4 2024

Apr 03, 2025
BUY
N/A
456,394 New
456,394 $4.62 Billion
Track This Portfolio

Track North Berkeley Wealth Management, LLC Portfolio

Follow North Berkeley 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 North Berkeley Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on North Berkeley Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email