Valued Wealth Advisors LLC BLACKROCK INC Transaction History

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025
Number of Shares
24
Previous 24 -0.0%
Holding current value
$27.5 Million
Previous $24.7 Million 11.36%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
N/A
1 Added 4.35%
24 $24.7 Million
Q1 2025

May 01, 2025
SELL
N/A
-1 Reduced 4.17%
23 $22.2 Million
Q4 2024

Jan 22, 2025
BUY
N/A
24 New
24 $25 Million
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

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

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email