Number of Shares
19,208
Previous 20,295 5.36%
Holding current value
$720 Million
Previous $717 Million 0.4%
% of portfolio
0.17%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025

SELL
N/A
-1,087 Reduced 5.36%
19,208 $720 Million
Q2 2025

Jul 16, 2025

BUY
N/A
20,295 New
20,295 $717 Million
Track This Portfolio

Track Wealth Group LTD Portfolio

Follow Wealth Group LTD 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 Wealth Group LTD, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Group LTD with notifications on news.