Number of Shares
401,044
Previous 401,317 0.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
N/A
-273 Reduced 0.07%
401,044 $0
Q2 2024

Aug 13, 2024

BUY
N/A
81,277 Added 25.4%
401,317 $0
Q1 2024

May 02, 2024

BUY
N/A
34,785 Added 12.19%
320,040 $0
Q4 2023

Feb 14, 2024

BUY
N/A
64,157 Added 29.02%
285,255 $0
Q3 2023

Nov 03, 2023

BUY
N/A
174,499 Added 374.47%
221,098 $0
Q2 2023

Aug 03, 2023

BUY
N/A
25,240 Added 118.17%
46,599 $0
Q1 2023

Apr 24, 2023

BUY
N/A
21,359 New
21,359 $0
Track This Portfolio

Track Tobias Financial Advisors, Inc. Portfolio

Follow Tobias Financial Advisors, Inc. 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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.