Number of Shares
409
Previous 511 19.96%
Holding current value
$251 Million
Previous $270 Million 6.99%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2025

SELL
N/A
-102 Reduced 19.96%
409 $251 Million
Q2 2025

Aug 12, 2025

BUY
N/A
511 New
511 $270 Million
Track This Portfolio

Track Intellus Advisors LLC Portfolio

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

News

Stay updated on Intellus Advisors LLC with notifications on news.