Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 15, 2021

SELL
N/A
-27,531 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
N/A
-99,902 Reduced 78.4%
27,531 $371,000
Q1 2021

May 17, 2021

BUY
N/A
36,302 Added 39.83%
127,433 $1.67 Million
Q4 2020

Feb 16, 2021

BUY
N/A
29,934 Added 48.91%
91,131 $984,000
Q3 2020

Nov 16, 2020

BUY
N/A
26,524 Added 76.5%
61,197 $381,000
Q2 2020

Aug 14, 2020

SELL
N/A
-111,465 Reduced 76.27%
34,673 $237,000
Q1 2020

May 12, 2020

BUY
N/A
114,852 Added 367.1%
146,138 $1.16 Million
Q4 2019

Feb 14, 2020

BUY
N/A
6,059 Added 24.02%
31,286 $349,000
Q3 2019

Nov 12, 2019

BUY
N/A
25,227 New
25,227 $226,000
Q1 2019

May 08, 2019

SELL
N/A
-5,828 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
N/A
5,828 New
5,828 $44,000
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.