Straight Path Wealth Management ISHARES TR Transaction History

Straight Path Wealth Management

  • $218 Million
  • Q1 2025
Number of Shares
43,296
Previous 38,520 12.4%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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