Number of Shares
407,746
Previous 355,792 14.6%
Holding current value
$10.8 Billion
Previous $9.38 Billion 15.43%
% of portfolio
6.87%
Previous 6.56%

Shares

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

Jul 24, 2025

BUY
N/A
51,954 Added 14.6%
407,746 $10.8 Billion
Q1 2025

May 05, 2025

BUY
N/A
285,004 Added 402.62%
355,792 $9.38 Billion
Q4 2024

Feb 12, 2025

BUY
N/A
70,788 New
70,788 $1.83 Billion
Track This Portfolio

Track Riverchase Wealth Management, LLC Portfolio

Follow Riverchase Wealth Management, 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 Riverchase Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverchase Wealth Management, LLC with notifications on news.