Martel Wealth Advisors Inc VANGUARD MALVERN FDS Transaction History

Martel Wealth Advisors Inc

  • $502 Billion
  • Q1 2025
Number of Shares
1,352,689
Previous 1,097,152 23.29%
Holding current value
$105 Billion
Previous $83.2 Billion 25.93%
% of portfolio
20.86%
Previous 16.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
N/A
255,537 Added 23.29%
1,352,689 $105 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
1,097,152 New
1,097,152 $83.2 Billion
Track This Portfolio

Track Martel Wealth Advisors Inc Portfolio

Follow Martel Wealth Advisors Inc 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 Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Martel Wealth Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email