Gen Wealth Partners Inc ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024
Number of Shares
13,791
Previous 13,244 4.13%
Holding current value
$717 Million
Previous $699 Million 2.67%
% of portfolio
0.31%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
547 Added 4.13%
13,791 $717 Million
Q3 2024

Nov 13, 2024
BUY
N/A
3,968 Added 42.78%
13,244 $699 Million
Q2 2024

Aug 13, 2024
SELL
N/A
-179 Reduced 1.89%
9,276 $484 Million
Q1 2024

May 15, 2024
BUY
N/A
9,455 New
9,455 $496 Million
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