Number of Shares
8,120
Holding current value
$0
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

BUY
N/A
8,120 New
8,120 $0
Q2 2024

Aug 06, 2024

SELL
N/A
-1,794 Reduced 15.47%
9,805 $0
Q1 2024

May 15, 2024

SELL
N/A
-1,633 Reduced 12.34%
11,599 $0
Q4 2023

Jan 30, 2024

SELL
N/A
-618 Reduced 4.46%
13,232 $0
Q3 2023

Oct 23, 2023

BUY
N/A
806 Added 6.18%
13,850 $0
Q2 2023

Jul 24, 2023

BUY
N/A
13 Added 0.1%
13,044 $0
Q1 2023

May 12, 2023

BUY
N/A
272 Added 2.13%
13,031 $0
Q4 2022

Feb 10, 2023

BUY
N/A
262 Added 2.1%
12,759 $0
Q3 2022

Nov 09, 2022

BUY
N/A
12,497 New
12,497 $368,000
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.