Principia Wealth Advisory, LLC GMO U.S. QUALITY ETF SHS Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Number of Shares
5,801
Previous 4,061 42.85%
Holding current value
$178 Million
Previous $130 Million 37.28%
% of portfolio
0.17%
Previous 0.12%

Shares

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

Apr 11, 2025
BUY
N/A
1,740 Added 42.85%
5,801 $178 Million
Q4 2024

Apr 11, 2025
BUY
N/A
4,061 New
4,061 $130 Million
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