Comprehensive Wealth Management, LLC CAPITOL SER TR Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025
Number of Shares
13,652
Previous 9,424 44.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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