Skip to main content

Platte River Wealth Advisors, LLC

SEC CIK
0001802013
Latest filing
Oct 7, 2024

USB holding history

US Bancorp DE in every 13F filed by Platte River Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q3 2024 holdings

Shares (Q3 2024)
45,610
Value
$2.09M
% of portfolio
0.6%
Quarters held
15
Since Q1 2021
Holdings of USB by Platte River Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202445,610$2.09M0.6%00.0%UnchangedHolders
Q2 202445,610$1.81M0.5%00.0%UnchangedHolders
Q1 202445,610$2.04M0.6%−36−0.1%ReducedHolders
Q4 202345,646$1.98M0.7%+74+0.2%AddedHolders
Q3 202345,572$1.51M0.6%00.0%UnchangedHolders
Q2 202345,572$1.51M0.5%00.0%UnchangedHolders
Q1 202345,572$1.64M0.6%00.0%UnchangedHolders
Q4 202245,572$1.99M0.8%00.0%UnchangedHolders
Q3 202245,572$1.84M0.8%00.0%UnchangedHolders
Q2 202245,572$2.10M0.9%00.0%UnchangedHolders
Q1 202245,572$2.42M0.9%00.0%UnchangedHolders
Q4 202145,572$2.83M1.0%00.0%UnchangedHolders
Q3 202145,572$2.71M1.0%00.0%UnchangedHolders
Q2 202145,572$2.60M1.0%00.0%UnchangedHolders
Q1 202145,572$2.59M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.