Family Wealth Group, LLC LISTED FD TR Transaction History

Family Wealth Group, LLC

  • $63.6 Million
  • Q1 2025
Number of Shares
21,986
Previous 17,308 27.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
4,678 Added 27.03%
21,986 $0
Q4 2024

May 14, 2025
BUY
N/A
4,440 Added 34.5%
17,308 $0
Q3 2024

Apr 01, 2025
BUY
N/A
2,315 Added 21.94%
12,868 $0
Q3 2024

Nov 14, 2024
BUY
N/A
129 Added 1.22%
10,711 $0
Q2 2024

Apr 01, 2025
BUY
N/A
2,695 Added 34.3%
10,553 $0
Q2 2024

Aug 14, 2024
BUY
N/A
2,724 Added 34.67%
10,582 $0
Q1 2024

Apr 01, 2025
BUY
N/A
1,090 Added 16.11%
7,858 $270 Million
Q1 2024

Aug 14, 2024
BUY
N/A
1,090 Added 16.11%
7,858 $0
Q4 2023

Apr 01, 2025
SELL
N/A
-3,943 Reduced 36.81%
6,768 $216 Million
Q4 2023

Feb 14, 2024
BUY
N/A
6,768 New
6,768 $0
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