A detailed history of 9258 Wealth Management, LLC transactions in Advisorshares Trust Advisorsha stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 5,020 shares of SURE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,020
Previous 7,020 28.49%
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
-2,000 Reduced 28.49%
5,020 $0
Q4 2023

Feb 06, 2024

BUY
N/A
503 Added 7.72%
7,020 $733,000
Q3 2023

Nov 08, 2023

BUY
N/A
1,027 Added 18.71%
6,517 $617,000
Q3 2020

Nov 13, 2020

SELL
N/A
-200 Reduced 3.51%
5,490 $372,000
Q2 2020

Aug 13, 2020

BUY
N/A
5,690 New
5,690 $377,000

About ADVISORSHARES TRUST ADVISORSHA


  • Ticker SURE
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