Number of Shares
60
Previous 339 82.3%
Holding current value
$27,000
Previous $148,000 81.76%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Oct 24, 2024

SELL
N/A
-279 Reduced 82.3%
60 $27,000
Q2 2024

Jul 18, 2024

BUY
N/A
3 Added 0.89%
339 $148,000
Q1 2024

Apr 19, 2024

SELL
N/A
-23 Reduced 6.41%
336 $155,000
Q4 2023

Jan 25, 2024

BUY
N/A
283 Added 372.37%
359 $147,000
Q3 2023

Nov 13, 2023

BUY
N/A
19 Added 33.33%
76 $28,000
Q1 2023

Apr 26, 2023

BUY
N/A
57 New
57 $21,000
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.