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Walden Wealth Partners Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2024
  • Location
    beachwood, OH
  • CIK
    0002015425
  • All SEC filings

Q2 2024 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

87

$179.15M
DFAC, MSFT, AGG, DFUS
13F-HR
Jul 11, 2024
000175496024000221

92

$172.29M
DFAC, MSFT, AGG, DFUS
13F-HR
Apr 11, 2024
000175496024000130

84

$158.8M
DFAC, MSFT, AGG, DFUS
13F-HR
Mar 14, 2024
000175496024000102