Number of Shares
5,523
Previous 5,233 5.54%
Holding current value
$503 Million
Previous $603 Million 16.52%
% of portfolio
0.4%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
N/A
290 Added 5.54%
5,523 $503 Million
Q4 2024

Feb 13, 2025

BUY
N/A
5,233 New
5,233 $603 Million
Track This Portfolio

Track U S Wealth Group, Llc. Portfolio

Follow U S Wealth Group, 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 U S Wealth Group, Llc., based on Form 13F filings with the SEC.

News

Stay updated on U S Wealth Group, Llc. with notifications on news.