Wells Financial Advisors Inc ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025
Number of Shares
35,390
Previous 20,830 69.9%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
14,560 Added 69.9%
35,390 $0
Q2 2025

Jul 25, 2025
SELL
N/A
-4,158 Reduced 16.64%
20,830 $0
Q1 2025

May 09, 2025
BUY
N/A
10,361 Added 70.83%
24,988 $0
Q4 2024

Feb 11, 2025
BUY
N/A
2,580 Added 21.42%
14,627 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-64,597 Reduced 84.28%
12,047 $0
Q2 2024

Aug 09, 2024
SELL
N/A
-740 Reduced 0.96%
76,644 $0
Q1 2024

May 13, 2024
BUY
N/A
77,384 New
77,384 $0
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