Number of Shares
33,006
Previous 19,809 66.62%
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
Q3 2024

Nov 07, 2024

BUY
N/A
13,197 Added 66.62%
33,006 $0
Q2 2024

Jul 23, 2024

BUY
N/A
9,861 Added 99.13%
19,809 $0
Q1 2024

May 13, 2024

BUY
N/A
9,948 New
9,948 $0
Track This Portfolio

Track Theory Financial LLC Portfolio

Follow Theory Financial 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 Theory Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Theory Financial LLC with notifications on news.