Number of Shares
115,887
Previous 104,399 11.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
N/A
11,488 Added 11.0%
115,887 $0
Q3 2024

Oct 31, 2024

BUY
N/A
18,662 Added 21.77%
104,399 $0
Q2 2024

Jul 30, 2024

BUY
N/A
33,137 Added 63.0%
85,737 $0
Q1 2024

May 07, 2024

BUY
N/A
5,350 Added 11.32%
52,600 $0
Q4 2023

Feb 08, 2024

BUY
N/A
47,250 New
47,250 $0
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.