Straight Path Wealth Management TIDAL TR II Transaction History

Straight Path Wealth Management

  • $218 Million
  • Q1 2025
Number of Shares
30,115
Previous 28,738 4.79%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 28, 2025
BUY
N/A
1,377 Added 4.79%
30,115 $0
Q4 2024

Feb 06, 2025
BUY
N/A
3,616 Added 14.39%
28,738 $0
Q3 2024

Nov 06, 2024
SELL
N/A
-1,686 Reduced 6.29%
25,122 $0
Q2 2024

Aug 15, 2024
BUY
N/A
383 Added 1.45%
26,808 $0
Q1 2024

Apr 30, 2024
BUY
N/A
26,425 New
26,425 $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