Wealthquest Corp F/M Investments Transaction History

Wealthquest Corp

  • $635 Million
  • Q2 2024
Number of Shares
558,616
Previous 528,959 5.61%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 26, 2024
BUY
N/A
29,657 Added 5.61%
558,616 $0
Q1 2024

May 09, 2024
SELL
N/A
-15,507 Reduced 2.85%
528,959 $0
Q4 2023

Feb 15, 2024
BUY
N/A
5,992 Added 1.11%
544,466 $0
Q3 2023

Nov 15, 2023
BUY
N/A
20,712 Added 4.0%
538,474 $0
Q2 2023

Aug 14, 2023
BUY
N/A
6,832 Added 1.34%
517,762 $0
Q1 2023

May 04, 2023
BUY
N/A
510,930 New
510,930 $0
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