Number of Shares
1,253
Previous 1,253 -0.0%
Holding current value
$558 Million
Previous $558 Million -0.0%
% of portfolio
0.41%
Previous 0.4%

Shares

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

Aug 14, 2024

BUY
N/A
264 Added 26.69%
1,253 $558 Million
Q1 2024

Apr 12, 2024

BUY
N/A
989 New
989 $230 Million
Track This Portfolio

Track Wallace Advisory Group, LLC Portfolio

Follow Wallace Advisory Group, 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 Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.