9258 Wealth Management, LLC Alps ETF Tr Barrons 400 ETF Transaction History

9258 Wealth Management, LLC

  • $641 Million
  • Q2 2024

A detailed history of 9258 Wealth Management, LLC transactions in Alps ETF Tr Barrons 400 ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 13,275 shares of BFOR stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,275
Previous 13,275 -0.0%
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
Q4 2022

Feb 03, 2023
SELL
N/A
-50 Reduced 0.38%
13,275 $0
Q3 2020

Nov 13, 2020
SELL
N/A
-275 Reduced 2.02%
13,325 $564,000
Q1 2020

May 05, 2020
SELL
N/A
-1,250 Reduced 8.42%
13,600 $478,000
Q4 2019

Feb 06, 2020
BUY
N/A
14,850 New
14,850 $635,000

Others Institutions Holding BFOR

# of Institutions
32
Shares Held
450K
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR BARRONS 400 ETF

BFOR Quotes by TradingView
  • Ticker BFOR
More about BFOR
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email