Number of Shares
10,237
Previous 5,947 72.14%
Holding current value
$628 Million
Previous $382 Million 64.54%
% of portfolio
0.33%
Previous 0.21%

Shares

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

Apr 23, 2025

BUY
N/A
4,290 Added 72.14%
10,237 $628 Million
Q4 2024

Jan 16, 2025

SELL
N/A
-233 Reduced 3.77%
5,947 $382 Million
Q3 2024

Oct 22, 2024

BUY
N/A
1 Added 0.02%
6,180 $391 Million
Q1 2024

Apr 15, 2024

BUY
N/A
1 Added 0.02%
6,179 $362 Million
Q4 2023

Jan 10, 2024

BUY
N/A
6,178 New
6,178 $330 Million
Track This Portfolio

Track Onyx Financial Advisors, LLC Portfolio

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

News

Stay updated on Onyx Financial Advisors, LLC with notifications on news.