Number of Shares
1,207
Previous 1,266 4.66%
Holding current value
$639 Million
Previous $386 Million 65.25%
% of portfolio
0.16%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025

SELL
N/A
-59 Reduced 4.66%
1,207 $639 Million
Q1 2025

Apr 14, 2025

BUY
N/A
1,266 New
1,266 $386 Million
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, 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 Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.