Wealth Effects LLC Ishares Tr Transaction History

Wealth Effects LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 02, 2023	BUY	$45.73 - $51.98 $137 - $155	3 Added 0.07%	4,224 $201,000
Q3 2022 Nov 14, 2022	SELL	$47.63 - $56.65 $19,004 - $22,603	-399 Reduced 8.64%	4,221 $202,000
Q2 2022 Aug 03, 2022	BUY	$47.91 - $57.96 $95 - $115	2 Added 0.04%	4,620 $228,000
Q1 2022 May 16, 2022	BUY	$57.43 - $69.28 $57 - $69	1 Added 0.02%	4,618 $272,000
Q4 2021 Feb 09, 2022	BUY	$58.66 - $66.11 $270,833 - $305,229	4,617 New	4,617 $285,000

166

4.99M

192K

98.6K

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

Stay updated on Wealth Effects LLC with notifications on news.