Number of Shares
6,385
Holding current value
$203 Million
% of portfolio
0.11%

Shares

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

Oct 22, 2025

BUY
N/A
6,385 New
6,385 $203 Million
Q4 2024

Feb 11, 2025

SELL
N/A
-6,480 Reduced 44.88%
7,960 $219 Million
Q3 2024

Oct 24, 2024

BUY
N/A
14,440 New
14,440 $418 Million
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

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

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.