Accredited Wealth Management, LLC 2023 ETF SERIES TRUST II Transaction History

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025
Number of Shares
3,898
Previous 86,848 95.51%
Holding current value
$3.59 Billion
Previous $2.98 Billion 20.52%
% of portfolio
2.67%
Previous 2.41%

Shares

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

Nov 12, 2025
SELL
N/A
-82,950 Reduced 95.51%
3,898 $3.59 Billion
Q2 2025

Aug 12, 2025
SELL
N/A
-4,487 Reduced 4.91%
86,848 $2.98 Billion
Q1 2025

May 14, 2025
SELL
N/A
-5,355 Reduced 5.54%
91,335 $2.86 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
96,690 New
96,690 $3.09 Billion
Track This Portfolio

Track Accredited Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email