U S Wealth Group, Llc. Blackrock Inc Transaction History

U S Wealth Group, Llc.

  • $153 Billion
  • Q3 2025
Number of Shares
2,643
Previous 2,580 2.44%
Holding current value
$3.08 Billion
Previous $2.71 Billion 13.83%
% of portfolio
2.01%
Previous 2.11%

Shares

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

Nov 17, 2025
BUY
N/A
63 Added 2.44%
2,643 $3.08 Billion
Q2 2025

Aug 15, 2025
BUY
N/A
173 Added 7.19%
2,580 $2.71 Billion
Q1 2025

May 15, 2025
SELL
N/A
-150 Reduced 5.87%
2,407 $2.28 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
2,557 New
2,557 $2.62 Billion
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