Accurate Wealth Management, LLC ETF Opportunities Tr Applied F Transaction History
Accurate Wealth Management, LLC
- $688 Million
- Q4 2025
A detailed history of Accurate Wealth Management, LLC transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 10,215 shares of VSLU stock, worth $439,857. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,215
Previous 4,877
109.45%
Holding current value
$439,857
Previous $208,000
111.06%
% of portfolio
0.06%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VSLU
# of Institutions
46Shares Held
6.68MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.44MShares$61.9 Million1.07% of portfolio
-
Novare Capital Management LLC799KShares$34.4 Million2.63% of portfolio
-
Newman Dignan & Sheerar, Inc.688KShares$29.6 Million6.42% of portfolio
-
Watchman Group, Inc. Plano, TX635KShares$27.4 Million7.87% of portfolio
-
Jacobi Capital Management LLC433KShares$18.6 Million1.16% of portfolio