Foguth Wealth Management, Llc. RBB FD INC Transaction History

Foguth Wealth Management, Llc.

  • $412 Billion
  • Q1 2025
Number of Shares
204,113
Previous 238,134 14.29%
Holding current value
$9.98 Billion
Previous $11.4 Billion 12.5%
% of portfolio
2.42%
Previous 2.99%

Shares

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

May 15, 2025
SELL
N/A
-34,021 Reduced 14.29%
204,113 $9.98 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
97,100 Added 68.85%
238,134 $11.4 Billion
Q3 2024

Oct 09, 2024
SELL
N/A
-87,718 Reduced 38.35%
141,034 $6.91 Billion
Q2 2024

Jul 16, 2024
BUY
N/A
61,924 Added 37.12%
228,752 $11 Billion
Q1 2024

Apr 17, 2024
BUY
N/A
166,828 New
166,828 $8.09 Billion
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