Delta Wealth Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Delta Wealth Advisors LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 10, 2025	SELL	$180.84 - $240.32 $217,008 - $288,384	-1,200 Closed	0 $0
Q1 2025 Oct 10, 2025	SELL	$196.12 - $229.48 $72,368 - $84,678	-369 Reduced 23.52%	1,200 $243 Million
Q2 2024 Oct 10, 2025	SELL	$173.58 - $198.8 $69,258 - $79,321	-399 Reduced 20.27%	1,569 $306 Million
Q1 2024 Oct 10, 2025	BUY	$152.32 - $189.2 $299,765 - $372,345	1,968 New	1,968 $369 Million

1,072

70.9M

229K

1.12M

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