Annex Advisory Services, LLC 2023 ETF SERIES TRUST II Transaction History

Annex Advisory Services, LLC

  • $3.04 Billion
  • Q2 2025
Number of Shares
688,515
Previous 1,309,663 47.43%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 11, 2025
SELL
N/A
-621,148 Reduced 47.43%
688,515 $0
Q1 2025

Apr 10, 2025
BUY
N/A
12,354 Added 0.95%
1,309,663 $0
Q4 2024

Jan 16, 2025
SELL
N/A
-2,216,032 Reduced 63.07%
1,297,309 $0
Q3 2024

Oct 10, 2024
BUY
N/A
2,963,285 Added 538.72%
3,513,341 $0
Q2 2024

Jul 12, 2024
BUY
N/A
272,457 Added 98.15%
550,056 $0
Q1 2024

Apr 12, 2024
BUY
N/A
277,599 New
277,599 $0
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email