Number of Shares
68,286
Previous 58,760 16.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 16, 2025

BUY
N/A
9,526 Added 16.21%
68,286 $0
Q3 2024

Oct 10, 2024

BUY
N/A
5,032 Added 9.37%
58,760 $0
Q2 2024

Jul 12, 2024

BUY
N/A
9,171 Added 20.58%
53,728 $0
Q1 2024

Apr 12, 2024

BUY
N/A
2,835 Added 6.79%
44,557 $0
Q4 2023

Feb 13, 2024

BUY
N/A
3,390 Added 8.84%
41,722 $0
Q3 2023

Oct 31, 2023

SELL
N/A
-3,299 Reduced 7.92%
38,332 $0
Q2 2023

Jul 24, 2023

BUY
N/A
1,811 Added 4.55%
41,631 $0
Q1 2023

Apr 27, 2023

BUY
N/A
39,820 New
39,820 $0
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.