Wells Financial Advisors Inc COLUMBIA U.S. EQUITY INCOME ETF Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024
Number of Shares
1,410
Previous 1,706 17.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
N/A
-296 Reduced 17.35%
1,410 $0
Q2 2024

Aug 09, 2024
BUY
N/A
1,706 New
1,706 $0
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc 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 Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email