Us Advisors Wealth Management, LLC CIM REAL ESTATE FINANCE TRUST INC. Transaction History

Us Advisors Wealth Management, LLC

  • $269 Million
  • Q2 2025
Number of Shares
15,056
Previous 14,971 0.57%
Holding current value
$78,000
Previous $91,000 14.29%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 22, 2025
BUY
N/A
85 Added 0.57%
15,056 $78,000
Q1 2025

May 06, 2025
BUY
N/A
79 Added 0.53%
14,971 $91,000
Q4 2024

Jan 23, 2025
BUY
N/A
93 Added 0.63%
14,892 $90,000
Q3 2024

Nov 07, 2024
BUY
N/A
92 Added 0.63%
14,799 $90,000
Q2 2024

Aug 06, 2024
BUY
N/A
89 Added 0.61%
14,707 $89,000
Q1 2024

May 02, 2024
BUY
N/A
86 Added 0.59%
14,618 $89,000
Q4 2023

Feb 12, 2024
BUY
N/A
14,532 New
14,532 $91,000
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