Granite Bay Wealth Management, LLC ISHARES TR Transaction History

Granite Bay Wealth Management, LLC

  • $311 Million
  • Q2 2025
Number of Shares
42,764
Previous 27,548 55.23%
Holding current value
$1.97 Million
Previous $1.28 Million 53.47%
% of portfolio
0.63%
Previous 0.45%

Shares

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

Jul 08, 2025
BUY
N/A
15,216 Added 55.23%
42,764 $1.97 Million
Q1 2025

Apr 10, 2025
BUY
N/A
7,060 Added 34.46%
27,548 $1.28 Million
Q4 2024

Jan 13, 2025
BUY
N/A
20,488 New
20,488 $1 Million
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