Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 13, 2020

SELL
N/A
-75,575 Closed
0 $0
Q3 2019

Nov 01, 2019

SELL
N/A
-60 Reduced 0.08%
75,575 $2.69 Million
Q2 2019

Jul 10, 2019

SELL
N/A
-652 Reduced 0.85%
75,635 $2.42 Million
Q1 2019

May 14, 2019

BUY
N/A
1,630 Added 2.18%
76,287 $2.39 Million
Q4 2018

Feb 14, 2019

SELL
N/A
-6,918 Reduced 8.48%
74,657 $2.09 Million
Q3 2018

Nov 13, 2018

SELL
N/A
-1,414 Reduced 1.7%
81,575 $2.15 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-2,732 Reduced 3.19%
82,989 $2.14 Million
Q1 2018

May 11, 2018

SELL
N/A
-4,549 Reduced 5.04%
85,721 $1.99 Million
Q4 2017

Feb 13, 2018

SELL
N/A
-4,691 Reduced 4.94%
90,270 $2.35 Million
Q3 2017

Nov 13, 2017

BUY
N/A
94,961
94,961 $2.64 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.