Petros Family Wealth, LLC ISHARES TR Transaction History

Petros Family Wealth, LLC

  • $109 Billion
  • Q2 2025
Number of Shares
16,313
Previous 13,250 23.12%
Holding current value
$419 Million
Previous $340 Million 23.29%
% of portfolio
0.38%
Previous 0.38%

Shares

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

Jul 22, 2025
BUY
N/A
3,063 Added 23.12%
16,313 $419 Million
Q1 2025

Apr 23, 2025
BUY
N/A
13,250 New
13,250 $340 Million
Track This Portfolio

Track Petros Family Wealth, LLC Portfolio

Follow Petros Family Wealth, LLC 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 Petros Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Petros Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email