Number of Shares
2,637
Previous 4,011 34.26%
Holding current value
$265,000
Previous $401,000 33.92%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Apr 18, 2025

SELL
N/A
-1,374 Reduced 34.26%
2,637 $265,000
Q4 2024

Jan 14, 2025

SELL
N/A
-450 Reduced 10.09%
4,011 $401,000
Q3 2024

Oct 09, 2024

BUY
N/A
4,461 New
4,461 $448,000
Track This Portfolio

Track San Luis Wealth Advisors LLC Portfolio

Follow San Luis Wealth 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 San Luis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on San Luis Wealth Advisors LLC with notifications on news.