13F Filings History of WALDEN WEALTH PARTNERS LLC

Latest 13F report
Q2 2024 - 11 Jul 2024
Value $
$179,152,152
Signature - Title
Aryn Sands - Agent
Location
Beachwood, OH
Summary
This page shows a list of all the recent 13F filings made by WALDEN WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WALDEN WEALTH PARTNERS LLC reported 87 stock holdings with total value $179,152,152 as of Q2 2024. Top holdings included DFAC, MSFT, AGG, DFUS, and DFAU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2024 87 $179,152,152 +$2,457,090 -$2,480,829 -$23,739 DFAC, MSFT, AGG, DFUS, DFAU 13F-HR 10 Jul 2024, 20:00
Q1 2024 92 $172,291,426 +$8,845,959 -$1,423,534 +$7,422,425 DFAC, MSFT, AGG, DFUS, DIHP 13F-HR 10 Apr 2024, 21:34
Q4 2023 84 $158,797,425 $0 $0 $0 DFAC, MSFT, AGG, DFUS, DFAU 13F-HR 14 Mar 2024, 12:50