Platte River Wealth Advisors, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, Platte River Wealth Advisors, LLC opened 1 positions, added to 9, reduced 8, sold out of 2 and left 26 unchanged. The largest increase in value was AAPL (+$1,551,987); the largest decrease was GOOG (-$859,466).
- AAPL: Country of operation United States; Class COM; Shares 2024-06-30 63,923; Shares 2024-09-30 64,444.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2024-06-30 54,037; Shares 2024-09-30 54,142.
- JPM: Country of operation United States; Class COM; Shares 2024-06-30 21,303; Shares 2024-09-30 22,192.
- BRKB: Country of operation —; Class CL B NEW; Shares 2024-06-30 3,453; Shares 2024-09-30 3,668.
Two Form 13F-HR filings compared (SEC CIK 1802013): 2024-06-30 (filed 2024-07-19) and 2024-09-30 (filed 2024-10-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||