San Luis Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024
Number of Shares
480,275
Previous 395,011 21.59%
Holding current value
$38 Million
Previous $30 Million 26.64%
% of portfolio
7.86%
Previous 7.21%

Shares

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