Wealth Group LTD fidelity Transaction History

Wealth Group LTD

  • $393 Billion
  • Q2 2025
Number of Shares
5,538
Previous 8,053 31.23%
Holding current value
$521 Million
Previous $580 Million 10.19%
% of portfolio
0.13%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
N/A
-2,515 Reduced 31.23%
5,538 $521 Million
Q1 2025

Apr 10, 2025
BUY
N/A
5,056 Added 168.7%
8,053 $580 Million
Q4 2024

Jan 08, 2025
BUY
N/A
2,997 New
2,997 $244 Million
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