Wealthspire Advisors, LLC PIMCO ETF TR Transaction History

Wealthspire Advisors, LLC

  • $17.6 Billion
  • Q2 2025
Number of Shares
137,751
Previous 142,589 3.39%
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
-4,838 Reduced 3.39%
137,751 $0
Q1 2025

May 09, 2025
BUY
N/A
9,877 Added 7.44%
142,589 $0
Q4 2024

Feb 03, 2025
BUY
N/A
132,712 New
132,712 $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