Etesian Wealth Advisors, Inc. WISDOMTREE TR Transaction History

Etesian Wealth Advisors, Inc.

  • $232 Billion
  • Q1 2025
Number of Shares
174,313
Previous 99,618 74.98%
Holding current value
$7.65 Billion
Previous $4.91 Billion 55.94%
% of portfolio
3.3%
Previous 2.17%

Shares

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

Apr 24, 2025
BUY
N/A
74,695 Added 74.98%
174,313 $7.65 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
30,953 Added 45.08%
99,618 $4.91 Billion
Q3 2024

Oct 18, 2024
BUY
N/A
52,538 Added 325.78%
68,665 $3.13 Billion
Q2 2024

Jul 25, 2024
BUY
N/A
16,127 New
16,127 $723 Million
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