Number of Shares
3,406,794
Previous 3,312,444 2.85%
Holding current value
$182 Billion
Previous $173 Billion 5.47%
% of portfolio
5.99%
Previous 6.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
N/A
94,350 Added 2.85%
3,406,794 $182 Billion
Q2 2024

Jul 24, 2024

BUY
N/A
288,992 Added 9.56%
3,312,444 $173 Billion
Q1 2024

May 14, 2024

BUY
N/A
521,015 Added 20.82%
3,023,452 $159 Billion
Q4 2023

Feb 07, 2024

BUY
N/A
2,502,437 New
2,502,437 $131 Billion
Track This Portfolio

Track Quotient Wealth Partners, LLC Portfolio

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

News

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