Accretive Wealth Partners, LLC ISHARES TR Transaction History

Accretive Wealth Partners, LLC

  • $294 Million
  • Q2 2025
Number of Shares
131,795
Previous 125,912 4.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
N/A
5,883 Added 4.67%
131,795 $0
Q1 2025

May 07, 2025
BUY
N/A
26,675 Added 26.88%
125,912 $0
Q4 2024

Jan 30, 2025
BUY
N/A
1,353 Added 1.38%
99,237 $0
Q3 2024

Nov 12, 2024
BUY
N/A
1,625 Added 1.69%
97,884 $0
Q2 2024

Aug 05, 2024
BUY
N/A
1,203 Added 1.27%
96,259 $0
Q1 2024

May 06, 2024
BUY
N/A
6,307 Added 7.11%
95,056 $0
Q4 2023

Feb 06, 2024
BUY
N/A
88,749 New
88,749 $0
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