Number of Shares
152
Previous 167 8.98%
Holding current value
$38.8 Million
Previous $28.6 Million 35.31%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
N/A
-15 Reduced 8.98%
152 $38.8 Million
Q2 2024

Aug 20, 2024

BUY
N/A
167 New
167 $28.6 Million
Track This Portfolio

Track Pathway Financial Advisers, LLC Portfolio

Follow Pathway Financial Advisers, 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 Pathway Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pathway Financial Advisers, LLC with notifications on news.