Cfs Investment Advisory Services, LLC ISHARES TR Transaction History

Cfs Investment Advisory Services, LLC

  • $1.22 Billion
  • Q2 2025
Number of Shares
24,895
Previous 25,042 0.59%
Holding current value
$628,000
Previous $627,000 0.16%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Aug 11, 2025
SELL
N/A
-147 Reduced 0.59%
24,895 $628,000
Q1 2025

May 12, 2025
SELL
N/A
-2,659 Reduced 9.6%
25,042 $627,000
Q4 2024

Jan 21, 2025
BUY
N/A
27,701 New
27,701 $692,000
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