Shares

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

Aug 13, 2021

SELL
N/A
-760,875 Closed
0 $0
Q1 2021

May 17, 2021

BUY
N/A
760,875 New
760,875 $435,000
Q3 2020

Nov 13, 2020

SELL
N/A
-760,875 Closed
0 $0
Q1 2020

May 14, 2020

BUY
N/A
760,875 New
760,875 $435,000
Track This Portfolio

Track Wellspring Financial Advisors, LLC Portfolio

Follow Wellspring Financial 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 Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.