Strait & Sound Wealth Management LLC SERIES PORTFOLIOS TR Transaction History

Strait & Sound Wealth Management LLC

  • $235 Billion
  • Q2 2025
Number of Shares
15,261
Previous 10,950 39.37%
Holding current value
$391 Million
Previous $279 Million 39.86%
% of portfolio
0.17%
Previous 0.13%

Shares

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

Jul 31, 2025
BUY
N/A
4,311 Added 39.37%
15,261 $391 Million
Q1 2025

May 15, 2025
BUY
N/A
10,950 New
10,950 $279 Million
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