Number of Shares
8,930
Previous 8,901 0.33%
Holding current value
$162 Million
Previous $191 Million 15.01%
% of portfolio
0.11%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
N/A
29 Added 0.33%
8,930 $162 Million
Q1 2024

May 09, 2024

BUY
N/A
152 Added 1.74%
8,901 $191 Million
Q4 2023

Feb 07, 2024

BUY
N/A
8,749 New
8,749 $188 Million
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial 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 Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.