Vest Gen Advisors, LLC SERIES PORTFOLIOS TR Transaction History

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Number of Shares
9,903
Previous 15,178 34.75%
Holding current value
$265 Million
Previous $403 Million 34.34%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 13, 2025
SELL
N/A
-5,275 Reduced 34.75%
9,903 $265 Million
Q1 2025

May 13, 2025
BUY
N/A
15,178 New
15,178 $403 Million
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