Independent Solutions Wealth Management, LLC ARM HOLDINGS PLC Transaction History

Independent Solutions Wealth Management, LLC

  • $563 Billion
  • Q3 2025
Number of Shares
17,748
Previous 17,069 3.98%
Holding current value
$2.51 Billion
Previous $2.76 Billion 9.04%
% of portfolio
0.45%
Previous 0.54%

Shares

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

Oct 23, 2025
BUY
N/A
679 Added 3.98%
17,748 $2.51 Billion
Q2 2025

Jul 23, 2025
BUY
N/A
498 Added 3.01%
17,069 $2.76 Billion
Q1 2025

Apr 23, 2025
BUY
N/A
278 Added 1.71%
16,571 $1.77 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
1,621 Added 11.05%
16,293 $2.01 Billion
Q3 2024

Dec 19, 2024
SELL
N/A
-3,280 Reduced 18.27%
14,672 $2.1 Billion
Q2 2024

Dec 19, 2024
BUY
N/A
1,911 Added 11.91%
17,952 $2.94 Billion
Q1 2024

Dec 19, 2024
BUY
N/A
16,041 New
16,041 $2 Billion
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