Wealthspire Advisors, LLC BANKFINANCIAL CORP Transaction History

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Number of Shares
22,500
Previous 22,500 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
N/A
-22,500 Reduced 50.0%
22,500 $0
Q3 2024

Nov 13, 2024
BUY
N/A
45,000 New
45,000 $0
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email