Integrity Wealth Solutions LLC VANGUARD MALVERN FDS Transaction History

Integrity Wealth Solutions LLC

  • $185 Billion
  • Q1 2025
Number of Shares
37,072
Previous 27,663 34.01%
Holding current value
$2.88 Billion
Previous $2.1 Billion 36.78%
% of portfolio
1.56%
Previous 1.18%

Shares

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

Apr 22, 2025
BUY
N/A
9,409 Added 34.01%
37,072 $2.88 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
4,458 Added 19.21%
27,663 $2.1 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
2,928 Added 14.44%
23,205 $1.84 Billion
Q2 2024

Jul 26, 2024
BUY
N/A
5,481 Added 37.04%
20,277 $1.54 Billion
Q1 2024

Apr 18, 2024
BUY
N/A
14,796 New
14,796 $1.14 Billion
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