Number of Shares
13,914
Previous 17,593 20.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
N/A
-3,679 Reduced 20.91%
13,914 $0
Q2 2024

Jul 31, 2024

SELL
N/A
-4 Reduced 0.02%
17,593 $0
Q1 2024

May 09, 2024

SELL
N/A
-891 Reduced 4.82%
17,597 $0
Q4 2023

Aug 29, 2024

BUY
N/A
895 Added 5.09%
18,488 $0
Q4 2023

Jan 30, 2024

BUY
N/A
18,488 New
18,488 $404,000
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private 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 Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.