Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 13, 2021

SELL
N/A
-42,456 Closed
0 $0
Q1 2021

May 17, 2021

BUY
N/A
491 Added 1.17%
42,456 $1.21 Million
Q4 2020

Feb 16, 2021

BUY
N/A
2,659 Added 6.76%
41,965 $1.18 Million
Q3 2020

Nov 16, 2020

BUY
N/A
39,306 New
39,306 $970,000
Q1 2019

May 08, 2019

SELL
N/A
-6,683 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
N/A
6,683 New
6,683 $141,000
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.