Number of Shares
16,981
Previous 19,989 15.05%
Holding current value
$45.5 Million
Previous $134 Million 66.04%
% of portfolio
0.03%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
N/A
-3,008 Reduced 15.05%
16,981 $45.5 Million
Q1 2024

May 13, 2024

SELL
N/A
-19,438 Reduced 49.3%
19,989 $134 Million
Q4 2023

Feb 13, 2024

BUY
N/A
39,427 New
39,427 $252 Million
Track This Portfolio

Track Roi Financial Advisors, LLC Portfolio

Follow Roi Financial Advisors, 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 Roi Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roi Financial Advisors, LLC with notifications on news.