49 Wealth Management, LLC POLEN HIGH INCOME ETF Transaction History

49 Wealth Management, LLC

  • $1.06 Trillion
  • Q3 2025
Number of Shares
548,190
Previous 537,493 1.99%
Holding current value
$13.9 Billion
Previous $13.8 Billion 1.19%
% of portfolio
1.31%
Previous 1.46%

Shares

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

Nov 12, 2025
BUY
N/A
10,697 Added 1.99%
548,190 $13.9 Billion
Q2 2025

Aug 07, 2025
BUY
N/A
537,493 New
537,493 $13.8 Billion
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