Wealthpoint, LLC Ishares Tr Us Broker Dealers & Transaction History

Wealthpoint, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	SELL	$87.46 - $104.89 $16,442 - $19,719	-188 Reduced 5.55%	3,200 $293,000
Q4 2022 Jan 24, 2023	BUY	$85.82 - $103.08 $290,758 - $349,235	3,388 New	3,388 $0
Q3 2021 Nov 01, 2021	SELL	$97.62 - $110.73 $442,120 - $501,496	-4,529 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$93.65 - $103.34 $424,140 - $468,026	4,529 New	4,529 $462,000

159

9.01M

5.4K

300

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