Strategic Family Wealth Counselors, L.L.C. VANGUARD MALVERN FDS Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $332 Million
  • Q2 2025
Number of Shares
63,121
Previous 57,468 9.84%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
5,653 Added 9.84%
63,121 $0
Q1 2025

May 08, 2025
BUY
N/A
18,869 Added 48.88%
57,468 $0
Q4 2024

Feb 06, 2025
BUY
N/A
16,829 Added 77.3%
38,599 $0
Q3 2024

Oct 31, 2024
BUY
N/A
9,784 Added 81.63%
21,770 $0
Q2 2024

Aug 14, 2024
BUY
N/A
11,986 New
11,986 $0
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. 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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email