Number of Shares
17,759
Previous 12,991 36.7%
Holding current value
$1.19 Billion
Previous $796 Million 49.64%
% of portfolio
0.69%
Previous 0.54%

Shares

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

Jul 18, 2025

BUY
N/A
4,768 Added 36.7%
17,759 $1.19 Billion
Q1 2025

May 12, 2025

BUY
N/A
8,015 Added 161.07%
12,991 $796 Million
Q4 2024

Jan 23, 2025

BUY
N/A
4,976 New
4,976 $311 Million
Track This Portfolio

Track Parkwoods Wealth Partners, LLC Portfolio

Follow Parkwoods Wealth Partners, 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 Parkwoods Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parkwoods Wealth Partners, LLC with notifications on news.