Worth Asset Management, LLC RETURN STACKED GLOBAL STOCKS & BONDS ETF Transaction History

Worth Asset Management, LLC

  • $195 Million
  • Q3 2025
Number of Shares
42,207
Previous 17,019 148.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2025
BUY
N/A
25,188 Added 148.0%
42,207 $0
Q2 2025

Jul 10, 2025
BUY
N/A
1,099 Added 6.9%
17,019 $0
Q1 2025

Apr 09, 2025
BUY
N/A
2,894 Added 22.22%
15,920 $0
Q4 2024

Jan 08, 2025
BUY
N/A
13,026 New
13,026 $0
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