Comprehensive Wealth Management, LLC GUINNESS ATKINSON FDS Transaction History

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 2025
Number of Shares
415,628
Previous 285,866 45.39%
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

Nov 04, 2025
BUY
N/A
129,762 Added 45.39%
415,628 $0
Q2 2025

Aug 11, 2025
BUY
N/A
133,254 Added 87.32%
285,866 $0
Q1 2025

May 13, 2025
BUY
N/A
152,612 New
152,612 $0
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