Comprehensive Wealth Management, LLC CAPITOL SER TR Transaction History

Comprehensive Wealth Management, LLC

44,698

Previous 28,309 57.89%

Previous $0 NaN%

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	N/A	16,389 Added 57.89%	44,698 $0
Q2 2025 Aug 11, 2025	BUY	N/A	14,657 Added 107.36%	28,309 $0
Q1 2025 May 13, 2025	BUY	N/A	4,228 Added 44.86%	13,652 $0
Q4 2024 Feb 11, 2025	BUY	N/A	1,236 Added 15.1%	9,424 $0
Q3 2024 Nov 06, 2024	BUY	N/A	354 Added 4.52%	8,188 $0

Q2 2024 Aug 13, 2024	BUY	N/A	7,834 New	7,834 $0

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

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