Wmg Financial Advisors, LLC SERIES PORTFOLIOS TR Transaction History

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025
Number of Shares
59,060
Previous 38,605 52.99%
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
Q2 2025

Jul 24, 2025
BUY
N/A
20,455 Added 52.99%
59,060 $0
Q1 2025

May 06, 2025
BUY
N/A
38,605 New
38,605 $0
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