Number of Shares
67,308
Previous 69,927 3.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
N/A
-2,619 Reduced 3.75%
67,308 $0
Q2 2024

Jul 16, 2024

SELL
N/A
-5,671 Reduced 7.5%
69,927 $0
Q1 2024

Apr 15, 2024

BUY
N/A
75,598 New
75,598 $0
Track This Portfolio

Track Smith & Howard Wealth Management, LLC Portfolio

Follow Smith & Howard 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 Smith & Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith & Howard Wealth Management, LLC with notifications on news.