WALDEN WEALTH PARTNERS LLC

13F Filings History

Latest 13F report: Q2 2024 - Jul 11, 2024
Value $: $179M
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 $179M as of Q2 2024. Top holdings included DFAC, MSFT, AGG, DFUS, and DFAU.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	87	$179M	+$2.46M	-$2.48M	-$23.7K	DFAC, MSFT, AGG, DFUS, DFAU	13F-HR	7/10/2024, 08:00 PM
Q1 2024	92	$172M	+$8.85M	-$1.42M	+$7.42M	DFAC, MSFT, AGG, DFUS, DIHP	13F-HR	4/10/2024, 09:34 PM
Q4 2023	84	$159M	$0	$0		DFAC, MSFT, AGG, DFUS, DFAU	13F-HR	3/14/2024, 12:50 PM