U S Wealth Group, Llc. Duke Energy Corp New Transaction History

U S Wealth Group, Llc.

  • $126 Billion
  • Q1 2025
Number of Shares
20,159
Previous 20,793 3.05%
Holding current value
$2.46 Billion
Previous $2.24 Billion 9.76%
% of portfolio
1.95%
Previous 1.69%

Shares

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

May 15, 2025
SELL
N/A
-634 Reduced 3.05%
20,159 $2.46 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
20,793 New
20,793 $2.24 Billion
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