Number of Shares
10,895
Previous 11,428 4.66%
Holding current value
$274 Million
Previous $187 Million 46.57%
% of portfolio
0.23%
Previous 0.18%

Shares

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

Aug 14, 2025

SELL
N/A
-533 Reduced 4.66%
10,895 $274 Million
Q1 2025

Apr 11, 2025

SELL
N/A
-457 Reduced 3.85%
11,428 $187 Million
Q4 2024

Apr 11, 2025

BUY
N/A
11,885 New
11,885 $397 Million
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, 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 Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.