Big Sur Wealth Management LLC LISTED FDS TR Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025
Number of Shares
12,000
Previous 32,000 62.5%
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
Q3 2025

Oct 14, 2025
SELL
N/A
-20,000 Reduced 62.5%
12,000 $0
Q2 2025

Jul 15, 2025
SELL
N/A
-13,000 Reduced 28.89%
32,000 $0
Q1 2025

Apr 16, 2025
BUY
N/A
45,000 New
45,000 $0
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