Number of Shares
490
Previous 424 15.57%
Holding current value
$38.2 Million
Previous $38.5 Million 0.95%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
N/A
66 Added 15.57%
490 $38.2 Million
Q4 2023

Jan 05, 2024

BUY
N/A
424 New
424 $28.8 Million
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors 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 Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.