Wcg Wealth Advisors LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025
Number of Shares
356,080
Previous 724,921 50.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
N/A
-368,841 Reduced 50.88%
356,080 $0
Q1 2025

May 14, 2025
SELL
N/A
-56,086 Reduced 7.18%
724,921 $7.35 Million
Q4 2024

Feb 18, 2025
SELL
N/A
-9,841 Reduced 1.24%
781,007 $0
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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