Number of Shares
10,135
Previous 10,806 6.21%
Holding current value
$368 Million
Previous $379 Million 3.03%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Nov 18, 2025

SELL
N/A
-671 Reduced 6.21%
10,135 $368 Million
Q2 2025

Jul 22, 2025

BUY
N/A
176 Added 1.66%
10,806 $379 Million
Q1 2025

Apr 16, 2025

BUY
N/A
230 Added 2.21%
10,630 $327 Million
Q4 2024

Jan 30, 2025

BUY
N/A
10,400 New
10,400 $333 Million
Track This Portfolio

Track Tcfg Wealth Management, LLC Portfolio

Follow Tcfg Wealth Management, 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 Tcfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tcfg Wealth Management, LLC with notifications on news.