Wealth Forward, LLC ALERUS FINL CORP Transaction History

Wealth Forward, LLC

  • $149 Billion
  • Q2 2025
Number of Shares
50,279
Previous 50,279 -0.0%
Holding current value
$1.09 Billion
Previous $928 Million 17.23%
% of portfolio
0.73%
Previous 0.66%

Shares

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

Oct 28, 2024
SELL
N/A
-5,200 Reduced 9.37%
50,279 $1.15 Billion
Q4 2023

Feb 21, 2024
BUY
N/A
55,479 New
55,479 $1.24 Billion
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