Number of Shares
9,180
Previous 9,090 0.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2024

BUY
N/A
90 Added 0.99%
9,180 $0
Q2 2024

Jul 22, 2024

BUY
N/A
240 Added 2.71%
9,090 $0
Q1 2024

Apr 24, 2024

BUY
N/A
1,450 Added 19.59%
8,850 $0
Q4 2023

Jan 25, 2024

BUY
N/A
7,400 New
7,400 $0
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

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

News

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