Drive Wealth Management, LLC WISDOMTREE TR Transaction History

Drive Wealth Management, LLC

  • $413 Million
  • Q1 2025
Number of Shares
12,653
Previous 15,668 19.24%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 06, 2025
SELL
N/A
-3,015 Reduced 19.24%
12,653 $0
Q4 2024

Jan 21, 2025
BUY
N/A
288 Added 1.87%
15,668 $0
Q3 2024

Nov 07, 2024
BUY
N/A
10,854 Added 239.81%
15,380 $0
Q2 2024

Jul 31, 2024
BUY
N/A
4,526 New
4,526 $0
Track This Portfolio

Track Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email