Wcg Wealth Advisors LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024
Number of Shares
790,848
Previous 789,686 0.15%
Holding current value
$8.79 Million
Previous $7.64 Million 15.06%
% of portfolio
0.59%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
N/A
1,162 Added 0.15%
790,848 $8.79 Million
Q2 2024

Aug 12, 2024
BUY
N/A
789,686 New
789,686 $7.64 Million
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