Principia Wealth Advisory, LLC GMO U.S. QUALITY ETF SHS Transaction History

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Number of Shares
5,995
Previous 5,801 3.34%
Holding current value
$205 Million
Previous $178 Million 15.14%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Aug 14, 2025
BUY
N/A
194 Added 3.34%
5,995 $205 Million
Q1 2025

Apr 11, 2025
BUY
N/A
1,740 Added 42.85%
5,801 $178 Million
Q4 2024

Apr 11, 2025
BUY
N/A
4,061 New
4,061 $130 Million
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