Number of Shares
48
Previous 34 41.18%
Holding current value
$6.91 Million
Previous $5.19 Million 33.29%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
N/A
14 Added 41.18%
48 $6.91 Million
Q3 2024

Oct 28, 2024

BUY
N/A
34 New
34 $5.19 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.