A detailed history of 9258 Wealth Management, LLC transactions in Alps ETF Tr Barrons 400 ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 9,275 shares of BFOR stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,275
Previous 13,275 30.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
N/A
-4,000 Reduced 30.13%
9,275 $0
Q4 2022

Feb 03, 2023

SELL
N/A
-50 Reduced 0.38%
13,275 $0
Q3 2020

Nov 13, 2020

SELL
N/A
-275 Reduced 2.02%
13,325 $564,000
Q1 2020

May 05, 2020

SELL
N/A
-1,250 Reduced 8.42%
13,600 $478,000
Q4 2019

Feb 06, 2020

BUY
N/A
14,850 New
14,850 $635,000

Others Institutions Holding BFOR

About ALPS ETF TR BARRONS 400 ETF


  • Ticker BFOR
More about BFOR
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.