Wealthquest Corp New Holdings in Q4 2024

Wealthquest Corp

  • $948 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
1K
New
$162.69 - $473.83 $163K - $475K
1K $290K
WFC
Wells Fargo & Company

Financial Services
3.74K
New
$54.98 - $77.35 $205K - $289K
3.74K $262K
ITW
Illinois Tool Works Inc

Industrials
1.03K
New
$253.56 - $278.5 $260K - $286K
1.03K $260K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.17K
New
$172.07 - $207.36 $202K - $243K
1.17K $231K
FICO
Fair Isaac Corp

Technology
104
New
$1911.01 - $2382.4 $199K - $248K
104 $207K
CRM
Salesforce, Inc.

Technology
618
New
$270.87 - $367.87 $167K - $227K
618 $206K
Lam Research Corp Com New
3.51K
New
N/A
3.51K $0
Blackrock Inc Com
236
New
N/A
236 $0
Activity Summary
Buys All Purchases 65 New Holdings 8 Increased Positions 57 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp 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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email