Ratio Wealth Group

SEC CIK: 0001971024
Latest filing: May 13, 2024

SEC filings (opens in a new tab)

V holding history

Visa Inc. in every 13F filed by Ratio Wealth Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overview All 13F holders of V Full Q1 2024 holdings

Shares (Q1 2024): 1,044
Value: $291.4K
% of portfolio: 0.1%
Quarters held: 4; Since Q2 2023

Holdings of V by Ratio Wealth Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	1,044	$291.4K	0.1%	00.0%	Unchanged	Holders
Q4 2023	1,044	$271.8K	0.1%	+33+3.3%	Added	Holders
Q3 2023	1,011	$232.5K	0.1%	+30+3.1%	Added	Holders
Q2 2023	981	$233.0K	0.1%	–	No prior filing	Holders