Number of Shares
379,341
Previous 366,902 3.39%
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
Q1 2025

Apr 28, 2025

BUY
N/A
12,439 Added 3.39%
379,341 $0
Q4 2024

Feb 06, 2025

BUY
N/A
12,938 Added 3.66%
366,902 $0
Q3 2024

Nov 06, 2024

BUY
N/A
353,964 New
353,964 $0
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management 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 Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.