Worth Financial Advisory Group, LLC Spdr Index Shs Fds Spdr Portfo Transaction History

Worth Financial Advisory Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$38.73 - $42.28 $1,394 - $1,522	36 Added 0.69%	5,244 $221 Million
Q4 2023 Jan 19, 2024	SELL	$34.39 - $40.58 $79,372 - $93,658	-2,308 Reduced 30.71%	5,208 $210 Million
Q3 2023 Oct 13, 2023	BUY	$35.71 - $39.65 $49,351 - $54,796	1,382 Added 22.53%	7,516 $271 Million
Q2 2023 Jul 28, 2023	BUY	$37.58 - $39.74 $6,877 - $7,272	183 Added 3.08%	6,134 $236 Million
Q1 2023 Apr 19, 2023	BUY	$35.08 - $38.46 $208,761 - $228,875	5,951 New	5,951 $226 Million

6.02M

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.