Accretive Wealth Partners, LLC ISHARES TR Transaction History

Accretive Wealth Partners, LLC

  • $274 Million
  • Q1 2025
Number of Shares
115,794
Previous 89,772 28.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
N/A
26,022 Added 28.99%
115,794 $0
Q4 2024

Jan 30, 2025
BUY
N/A
1,614 Added 1.83%
89,772 $0
Q3 2024

Nov 12, 2024
BUY
N/A
88,158 New
88,158 $0
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