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

Accredited Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Number of Shares
91,335
Previous 96,690 5.54%
Holding current value
$2.86 Billion
Previous $3.09 Billion 7.49%
% of portfolio
2.41%
Previous 2.7%

Shares

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