Gentry Private Wealth, LLC RBB FD INC Transaction History

Gentry Private Wealth, LLC

  • $131 Billion
  • Q2 2025
Number of Shares
16,700
Previous 14,700 13.61%
Holding current value
$838 Million
Previous $737 Million 13.56%
% of portfolio
0.64%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
2,000 Added 13.61%
16,700 $838 Million
Q1 2025

May 13, 2025
SELL
N/A
-10,800 Reduced 42.35%
14,700 $737 Million
Q3 2024

Nov 12, 2024
BUY
N/A
25,500 New
25,500 $1.28 Billion
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