Shared Vision Wealth Group LLC BLACKROCK ETF TRUST II Transaction History

Shared Vision Wealth Group LLC

  • $200 Billion
  • Q2 2025
Number of Shares
4,901
Previous 6,587 25.6%
Holding current value
$233 Million
Previous $326 Million 28.66%
% of portfolio
0.12%
Previous 0.18%

Shares

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

Aug 07, 2025
SELL
N/A
-1,686 Reduced 25.6%
4,901 $233 Million
Q1 2025

May 02, 2025
BUY
N/A
6,587 New
6,587 $326 Million
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group 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 Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email