Comprehensive Wealth Management, LLC Vaneck ETF Tr Vaneck Retail Et Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Vaneck ETF Tr Vaneck Retail Et stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 6,029 shares of RTH stock, worth $1.42 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
6,029
Previous 5,126 17.62%
Holding current value
$1.42 Million
Previous $1.15 Million 18.45%
% of portfolio
0.99%
Previous 0.88%

Shares

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

May 13, 2025
BUY
$217.62 - $242.36 $196,510 - $218,851
903 Added 17.62%
6,029 $1.36 Million
Q4 2024

Feb 11, 2025
BUY
$213.99 - $238.91 $45,365 - $50,648
212 Added 4.31%
5,126 $1.15 Million
Q3 2024

Nov 06, 2024
BUY
$196.3 - $218.19 $54,767 - $60,875
279 Added 6.02%
4,914 $1.07 Million
Q2 2024

Aug 13, 2024
BUY
$196.07 - $209.44 $430,177 - $459,511
2,194 Added 89.88%
4,635 $953,000
Q1 2024

May 01, 2024
SELL
$184.74 - $212.29 $13,486 - $15,497
-73 Reduced 2.9%
2,441 $515,000
Q4 2023

Jan 12, 2024
SELL
$162.97 - $188.64 $25,749 - $29,805
-158 Reduced 5.91%
2,514 $473,000
Q3 2023

Jan 12, 2024
BUY
$166.94 - $181.0 $9,348 - $10,136
56 Added 2.14%
2,672 $448,000
Q2 2023

Jan 12, 2024
BUY
$160.46 - $174.66 $10,590 - $11,527
66 Added 2.59%
2,616 $456,000
Q1 2023

Jan 12, 2024
BUY
$153.7 - $174.42 $391,935 - $444,770
2,550 New
2,550 $416,000

Others Institutions Holding RTH

# of Institutions
74
Shares Held
335K
Call Options Held
0
Put Options Held
1.3K
View Full List

About VANECK ETF TR VANECK RETAIL ET

RTH Quotes by TradingView
  • Ticker RTH
  • Sector ETFs
  • Industry ETFs
More about RTH
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, 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 Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email