U S Wealth Group, Llc. Blackrock Inc Transaction History

U S Wealth Group, Llc.

  • $128 Billion
  • Q2 2025
Number of Shares
2,580
Previous 2,407 7.19%
Holding current value
$2.71 Billion
Previous $2.28 Billion 18.83%
% of portfolio
2.11%
Previous 1.81%

Shares

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

Aug 15, 2025
BUY
N/A
173 Added 7.19%
2,580 $2.71 Billion
Q1 2025

May 15, 2025
SELL
N/A
-150 Reduced 5.87%
2,407 $2.28 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
2,557 New
2,557 $2.62 Billion
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