Number of Shares
294
Previous 187 57.22%
Holding current value
$0
Previous $6.01 Million 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2025

BUY
N/A
107 Added 57.22%
294 $0
Q2 2024

Aug 20, 2024

BUY
N/A
1 Added 0.54%
187 $5.42 Million
Q1 2024

May 29, 2024

BUY
N/A
186 New
186 $5.59 Million
Q4 2023

Jul 19, 2024

SELL
N/A
-1 Reduced 0.54%
185 $5.22 Million
Track This Portfolio

Track Pathway Financial Advisers, LLC Portfolio

Follow Pathway Financial Advisers, 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 Pathway Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathway Financial Advisers, LLC with notifications on news.