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

U S Wealth Group, Llc.

  • $128 Billion
  • Q2 2025
Number of Shares
20,760
Previous 20,159 2.98%
Holding current value
$2.45 Billion
Previous $2.46 Billion 0.37%
% of portfolio
1.91%
Previous 1.95%

Shares

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

Aug 15, 2025
BUY
N/A
601 Added 2.98%
20,760 $2.45 Billion
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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