Number of Shares
11,261
Previous 8,286 35.9%
Holding current value
$594 Million
Previous $441 Million 34.7%
% of portfolio
0.46%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
N/A
2,975 Added 35.9%
11,261 $594 Million
Q3 2025

Oct 21, 2025

BUY
N/A
218 Added 2.7%
8,286 $441 Million
Q2 2025

Jul 22, 2025

BUY
N/A
3,540 Added 78.18%
8,068 $426 Million
Q1 2025

Apr 21, 2025

SELL
N/A
-1,085 Reduced 19.33%
4,528 $237 Million
Q4 2024

Jan 30, 2025

BUY
N/A
5,613 New
5,613 $292 Million
Track This Portfolio

Track Pur Efi Wealth, LLC Portfolio

Follow Pur Efi Wealth, 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 Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.