Ibex Wealth Advisors U S TREASURY Transaction History

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Number of Shares
10,386
Previous 10,609 2.1%
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
Q2 2025

Aug 07, 2025
SELL
N/A
-223 Reduced 2.1%
10,386 $0
Q1 2025

Apr 15, 2025
SELL
N/A
-397 Reduced 3.61%
10,609 $0
Q4 2024

Jan 23, 2025
BUY
N/A
11,006 New
11,006 $0
Track This Portfolio

Track Ibex Wealth Advisors Portfolio

Follow Ibex Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email