Number of Shares
14,006
Previous 12,039 16.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
N/A
1,967 Added 16.34%
14,006 $0
Q3 2024

Oct 10, 2024

SELL
N/A
-454 Reduced 3.63%
12,039 $0
Q4 2023

Jan 30, 2024

BUY
N/A
12,493 New
12,493 $0
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth 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 Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.