Number of Shares
12,525
Previous 12,010 4.29%
Holding current value
$970 Million
Previous $1.33 Billion 26.9%
% of portfolio
0.6%
Previous 0.8%

Shares

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

May 07, 2025

BUY
N/A
515 Added 4.29%
12,525 $970 Million
Q4 2024

Feb 11, 2025

BUY
N/A
12,010 New
12,010 $1.33 Billion
Track This Portfolio

Track Viawealth, LLC Portfolio

Follow Viawealth, 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 Viawealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Viawealth, LLC with notifications on news.