Shared Vision Wealth Group LLC BLACKROCK ETF TRUST Transaction History

Shared Vision Wealth Group LLC

  • $200 Billion
  • Q2 2025
Number of Shares
50,123
Previous 8,137 515.99%
Holding current value
$1.81 Billion
Previous $258 Million 602.69%
% of portfolio
0.9%
Previous 0.14%

Shares

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

Aug 07, 2025
BUY
N/A
41,986 Added 515.99%
50,123 $1.81 Billion
Q1 2025

May 02, 2025
BUY
N/A
8,137 New
8,137 $258 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