Ball & CO Wealth Management Inc. SERIES PORTFOLIOS TR Transaction History

Ball & CO Wealth Management Inc.

  • $150 Million
  • Q3 2025
Number of Shares
374,592
Holding current value
$10 Million
% of portfolio
6.69%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
374,592 New
374,592 $10 Million
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