Surevest, LLC WISDOMTREE TR Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
SELL
N/A
-3,383 Closed
0 $0
Q1 2022

May 16, 2022
SELL
N/A
-3,902 Reduced 53.56%
3,383 $170,000
Q4 2021

Feb 11, 2022
BUY
N/A
7,285 New
7,285 $183,000
Q3 2020

Oct 16, 2020
SELL
N/A
-45,356 Closed
0 $0
Q2 2020

Jul 15, 2020
SELL
N/A
-8,294 Reduced 15.46%
45,356 $1.14 Million
Q1 2020

Apr 16, 2020
SELL
N/A
-24,145 Reduced 31.04%
53,650 $1.35 Million
Q4 2019

Jan 14, 2020
SELL
N/A
-1,967 Reduced 2.47%
77,795 $1.95 Million
Q3 2019

Oct 15, 2019
BUY
N/A
36 Added 0.05%
79,762 $2 Million
Q2 2019

Jul 10, 2019
SELL
N/A
-18,156 Reduced 18.55%
79,726 $2 Million
Q1 2019

Apr 09, 2019
BUY
N/A
36,845 Added 60.37%
97,882 $2.46 Million
Q4 2018

Feb 20, 2019
BUY
N/A
61,037 New
61,037 $1.53 Million
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, 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 Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email