Number of Shares
28,910
Previous 29,008 0.34%
Holding current value
$2.1 Million
Previous $2.1 Million 0.29%
% of portfolio
0.78%
Previous 0.76%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

SELL
N/A
-98 Reduced 0.34%
28,910 $2.1 Million
Q4 2024

Jan 14, 2025

BUY
N/A
29,008 New
29,008 $2.1 Million
Track This Portfolio

Track Ss&H Financial Advisors, Inc. Portfolio

Follow Ss&H Financial Advisors, Inc. 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 Ss&H Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ss&H Financial Advisors, Inc. with notifications on news.