Seed Wealth Management, Inc.
RIA/Wealth
Seed Wealth Management, Inc.'s ria/wealth institution portfolio and latest SEC filings
PresidentJonathan Halleck Seed
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Seed Wealth Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+6.03% | |
+1.2% | |
+0.26% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Seed Wealth Management, Inc.
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