Number of Shares
30,000
Previous 91,854 67.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
N/A
-61,854 Reduced 67.34%
30,000 $0
Q1 2025

May 09, 2025

BUY
N/A
16,854 Added 22.47%
91,854 $0
Q4 2024

Feb 03, 2025

BUY
N/A
75,000 New
75,000 $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.