Farrell Financial LLC WISDOMTREE TR Transaction History

Farrell Financial LLC

  • $149 Billion
  • Q2 2025
Number of Shares
10,215
Previous 7,550 35.3%
Holding current value
$537 Million
Previous $331 Million 61.95%
% of portfolio
0.36%
Previous 0.24%

Shares

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

Jul 14, 2025
BUY
N/A
2,665 Added 35.3%
10,215 $537 Million
Q1 2025

Apr 15, 2025
BUY
N/A
2,731 Added 56.67%
7,550 $331 Million
Q4 2024

Jan 16, 2025
BUY
N/A
4,819 New
4,819 $237 Million
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