Number of Shares
7,735
Previous 17,404 55.56%
Holding current value
$234 Million
Previous $495 Million 52.62%
% of portfolio
0.19%
Previous 0.34%

Shares

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

Apr 22, 2025

SELL
N/A
-9,669 Reduced 55.56%
7,735 $234 Million
Q4 2024

Feb 10, 2025

SELL
N/A
-21,280 Reduced 55.01%
17,404 $495 Million
Q3 2024

Oct 28, 2024

BUY
N/A
38,684 New
38,684 $1.01 Billion
Track This Portfolio

Track Petra Financial Advisors Inc Portfolio

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

News

Stay updated on Petra Financial Advisors Inc with notifications on news.