San Luis Wealth Advisors LLC VANGUARD MALVERN FDS Transaction History

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 2025
Number of Shares
434,881
Previous 519,034 16.21%
Holding current value
$33.7 Million
Previous $39.3 Million 14.42%
% of portfolio
7.61%
Previous 7.44%

Shares

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

Apr 18, 2025
SELL
N/A
-84,153 Reduced 16.21%
434,881 $33.7 Million
Q4 2024

Jan 14, 2025
BUY
N/A
38,759 Added 8.07%
519,034 $39.3 Million
Q3 2024

Oct 09, 2024
BUY
N/A
85,264 Added 21.59%
480,275 $38 Million
Q2 2024

Jul 12, 2024
BUY
N/A
395,011 New
395,011 $30 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email