San Luis Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

San Luis Wealth Advisors LLC

  • $528 Million
  • Q4 2024
Number of Shares
519,034
Previous 480,275 8.07%
Holding current value
$39.3 Million
Previous $38 Million 3.46%
% of portfolio
7.45%
Previous 7.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
N/A
38,759 Added 8.07%
519,034 $39.3 Million
Q3 2024

Oct 09, 2024
BUY
N/A
85,264 Added 21.59%
480,275 $38 Million
Q2 2024

Jul 12, 2024
BUY
N/A
395,011 New
395,011 $30 Million
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