Straight Path Wealth Management ISHARES TR Transaction History

Straight Path Wealth Management

  • $262 Million
  • Q2 2025
Number of Shares
51,509
Previous 43,296 18.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 29, 2025
BUY
N/A
8,213 Added 18.97%
51,509 $0
Q1 2025

Apr 28, 2025
BUY
N/A
4,776 Added 12.4%
43,296 $0
Q4 2024

Feb 06, 2025
BUY
N/A
4,428 Added 12.99%
38,520 $0
Q3 2024

Nov 06, 2024
BUY
N/A
2,433 Added 7.69%
34,092 $0
Q2 2024

Aug 15, 2024
BUY
N/A
7,112 Added 28.97%
31,659 $0
Q1 2024

Apr 30, 2024
BUY
N/A
11,275 Added 84.95%
24,547 $0
Q4 2023

Jan 23, 2024
BUY
N/A
13,272 New
13,272 $0
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management 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 Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email