Accredited Wealth Management, LLC 2023 ETF SERIES TRUST II Transaction History

Accredited Wealth Management, LLC

  • $123 Billion
  • Q2 2025
Number of Shares
86,848
Previous 91,335 4.91%
Holding current value
$2.98 Billion
Previous $2.86 Billion 4.05%
% of portfolio
2.41%
Previous 2.41%

Shares

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

Aug 12, 2025
SELL
N/A
-4,487 Reduced 4.91%
86,848 $2.98 Billion
Q1 2025

May 14, 2025
SELL
N/A
-5,355 Reduced 5.54%
91,335 $2.86 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
96,690 New
96,690 $3.09 Billion
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