Farrell Financial LLC WISDOMTREE TR Transaction History

Farrell Financial LLC

  • $170 Billion
  • Q4 2025
Number of Shares
11,846
Previous 11,373 4.16%
Holding current value
$695 Million
Previous $652 Million 6.54%
% of portfolio
0.41%
Previous 0.41%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
473 Added 4.16%
11,846 $695 Million
Q3 2025

Oct 20, 2025
BUY
N/A
1,158 Added 11.34%
11,373 $652 Million
Q2 2025

Jul 14, 2025
BUY
N/A
2,665 Added 35.3%
10,215 $537 Million
Q1 2025

Apr 15, 2025
BUY
N/A
2,731 Added 56.67%
7,550 $331 Million
Q4 2024

Jan 16, 2025
BUY
N/A
4,819 New
4,819 $237 Million
Track This Portfolio

Track Farrell Financial LLC Portfolio

Follow Farrell Financial 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 Farrell Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farrell Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email