Number of Shares
144,377
Previous 127,915 12.87%
Holding current value
$3.88 Billion
Previous $3.39 Billion 14.15%
% of portfolio
1.08%
Previous 0.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
N/A
16,462 Added 12.87%
144,377 $3.88 Billion
Q2 2025

Jul 23, 2025

SELL
N/A
-508 Reduced 0.4%
127,915 $3.39 Billion
Q1 2025

May 12, 2025

BUY
N/A
15,075 Added 13.3%
128,423 $3.38 Billion
Q4 2024

Feb 04, 2025

BUY
N/A
113,348 New
113,348 $2.94 Billion
Track This Portfolio

Track Prasad Wealth Partners, LLC Portfolio

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

News

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