Rockport Wealth LLC SERIES PORTFOLIOS TR Transaction History

Rockport Wealth LLC

  • $432 Billion
  • Q2 2025
Number of Shares
88,686
Previous 79,339 11.78%
Holding current value
$2.37 Billion
Previous $2.11 Billion 12.5%
% of portfolio
0.55%
Previous 0.74%

Shares

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

Aug 13, 2025
BUY
N/A
9,347 Added 11.78%
88,686 $2.37 Billion
Q1 2025

May 15, 2025
BUY
N/A
79,339 New
79,339 $2.11 Billion
Track This Portfolio

Track Rockport Wealth LLC Portfolio

Follow Rockport Wealth 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 Rockport Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockport Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email