Verity Wealth Advisors WISDOMTREE FLOATING RATE TREASURY FUND Transaction History

Verity Wealth Advisors

  • $142 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 11, 2022
SELL
N/A
-20,214 Closed
0 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-3,884 Reduced 16.12%
20,214 $507,000
Q2 2021

Aug 03, 2021
SELL
N/A
-14,144 Reduced 36.99%
24,098 $605,000
Q4 2020

Feb 09, 2021
BUY
N/A
4 Added 0.01%
38,242 $960,000
Q3 2020

Oct 05, 2020
BUY
N/A
4 Added 0.01%
38,238 $960,000
Q2 2020

Jul 21, 2020
BUY
N/A
6 Added 0.02%
38,234 $960,000
Q1 2020

Apr 13, 2020
BUY
N/A
34 Added 0.09%
38,228 $960,000
Q4 2019

Jan 14, 2020
SELL
N/A
-24,252 Reduced 38.84%
38,194 $957,000
Q3 2019

Oct 11, 2019
BUY
N/A
88 Added 0.14%
62,446 $1.56 Million
Q2 2019

Aug 01, 2019
SELL
N/A
-16,064 Reduced 20.48%
62,358 $1.56 Million
Q1 2019

Apr 03, 2019
BUY
N/A
15,854 Added 25.34%
78,422 $1.97 Million
Q4 2018

Jan 25, 2019
BUY
N/A
62,568 New
62,568 $1.57 Million
Track This Portfolio

Track Verity Wealth Advisors Portfolio

Follow Verity Wealth Advisors 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 Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email