Parkworth Wealth Management, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Parkworth Wealth Management, Inc.

  • $139 Billion
  • Q2 2025
Number of Shares
10,772
Previous 9,079 18.65%
Holding current value
$113 Million
Previous $92.1 Million 22.4%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 13, 2025
BUY
N/A
1,693 Added 18.65%
10,772 $113 Million
Q1 2025

May 05, 2025
BUY
N/A
110 Added 1.23%
9,079 $92.1 Million
Q4 2024

Feb 07, 2025
BUY
N/A
8,969 New
8,969 $90.8 Million
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