A detailed history of Ledge Wealth Management, Inc. transactions in American Centy ETF Tr Multisec stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 329,607 shares of MUSI stock, worth $14.2 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares
329,607
Previous 321,780 2.43%
Holding current value
$14.2 Million
Previous $13.4 Million 6.9%
% of portfolio
5.59%
Previous 6.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$40.76 - $43.75 $319,028 - $342,431
7,827 Added 2.43%
329,607 $14.4 Million
Q3 2023

Oct 23, 2023

BUY
$41.64 - $43.11 $263,872 - $273,188
6,337 Added 2.01%
321,780 $13.4 Million
Q2 2023

Jul 11, 2023

BUY
$42.69 - $43.87 $289,096 - $297,087
6,772 Added 2.19%
315,443 $13.5 Million
Q1 2023

Apr 14, 2023

BUY
$42.64 - $44.16 $2.91 Million - $3.02 Million
68,297 Added 28.41%
308,671 $13.5 Million
Q4 2022

Feb 02, 2023

BUY
$41.8 - $43.44 $10 Million - $10.4 Million
240,374 New
240,374 $10.3 Million

Others Institutions Holding MUSI

About AMERICAN CENTY ETF TR MULTISEC


  • Ticker MUSI
  • Sector ETFs
  • Industry ETFs
More about MUSI
Track This Portfolio

Track Ledge Wealth Management, Inc. Portfolio

Follow Ledge Wealth Management, Inc. 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 Ledge Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.