Number of Shares
83
Previous 215 61.4%
Holding current value
$5,000
Previous $13,000 61.54%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

SELL
N/A
-132 Reduced 61.4%
83 $5,000
Q2 2024

Jul 18, 2024

SELL
N/A
-5 Reduced 2.27%
215 $13,000
Q1 2024

Apr 19, 2024

BUY
N/A
220 New
220 $14,000
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.