Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 09, 2021

SELL
N/A
-240,644 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
N/A
-5,139 Reduced 2.09%
240,644 $3.24 Million
Q1 2021

May 11, 2021

SELL
N/A
-1,052 Reduced 0.43%
245,783 $3.23 Million
Q4 2020

Feb 10, 2021

BUY
N/A
9,084 Added 3.82%
246,835 $2.67 Million
Q3 2020

Nov 10, 2020

SELL
N/A
-19,566 Reduced 7.6%
237,751 $1.48 Million
Q2 2020

Aug 05, 2020

SELL
N/A
-22,751 Reduced 8.12%
257,317 $1.76 Million
Q1 2020

May 11, 2020

SELL
N/A
-40,587 Reduced 12.66%
280,068 $2.22 Million
Q4 2019

Feb 13, 2020

SELL
N/A
-46,312 Reduced 12.62%
320,655 $3.58 Million
Q3 2019

Nov 01, 2019

SELL
N/A
-10,085 Reduced 2.67%
366,967 $3.28 Million
Q2 2019

Jul 10, 2019

SELL
N/A
-31,389 Reduced 7.69%
377,052 $3.96 Million
Q1 2019

May 14, 2019

SELL
N/A
-69,763 Reduced 14.59%
408,441 $4.08 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-62,613 Reduced 11.58%
478,204 $3.62 Million
Q3 2018

Nov 13, 2018

SELL
N/A
-33,761 Reduced 5.88%
540,817 $6.11 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-151,141 Reduced 20.83%
574,578 $7.82 Million
Q1 2018

May 11, 2018

SELL
N/A
-61,907 Reduced 7.86%
725,719 $9.78 Million
Q4 2017

Feb 13, 2018

SELL
N/A
-548,560 Reduced 41.05%
787,626 $13.7 Million
Q3 2017

Nov 13, 2017

BUY
N/A
1,336,186
1,336,186 $32.3 Million
Track This Portfolio

Track Svb Wealth LLC Portfolio

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

News

Stay updated on Svb Wealth LLC with notifications on news.