Worth Financial Advisory Group, LLC INNOVATOR ETFS TRUST Transaction History

Worth Financial Advisory Group, LLC

  • $162 Billion
  • Q4 2024
Number of Shares
7,960
Previous 14,440 44.88%
Holding current value
$219 Million
Previous $418 Million 47.59%
% of portfolio
0.13%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
N/A
-6,480 Reduced 44.88%
7,960 $219 Million
Q3 2024

Oct 24, 2024
BUY
N/A
14,440 New
14,440 $418 Million
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email