Number of Shares
29
Previous 16 81.25%
Holding current value
$1.07 Million
Previous $488,000 118.24%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 11, 2025

BUY
N/A
13 Added 81.25%
29 $1.07 Million
Q4 2024

Apr 11, 2025

BUY
N/A
16 New
16 $488,000
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.