Accurate Wealth Management, LLC ETF Opportunities Tr Applied F Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
A detailed history of Accurate Wealth Management, LLC transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 4,877 shares of VSLU stock, worth $207,467. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,877Holding current value
$207,467% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VSLU
# of Institutions
44Shares Held
6.13MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.23MShares$52.2 Million0.89% of portfolio
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Novare Capital Management LLC734KShares$31.2 Million2.37% of portfolio
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Newman Dignan & Sheerar, Inc.688KShares$29.3 Million6.42% of portfolio
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Watchman Group, Inc. Plano, TX615KShares$26.2 Million7.53% of portfolio
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Jacobi Capital Management LLC392KShares$16.7 Million1.06% of portfolio