Crestwood Advisors Group LLC VERT GLOBAL SUSTAINABLE REAL ESTATE ETF Transaction History

Crestwood Advisors Group LLC

  • $5.73 Billion
  • Q3 2025
Number of Shares
14,168
Previous 16,133 12.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 07, 2025
SELL
N/A
-1,965 Reduced 12.18%
14,168 $0
Q2 2025

Aug 05, 2025
SELL
N/A
-475 Reduced 2.86%
16,133 $0
Q1 2025

May 05, 2025
SELL
N/A
-1,259 Reduced 7.05%
16,608 $0
Q4 2024

Feb 04, 2025
SELL
N/A
-3,455 Reduced 16.2%
17,867 $0
Q3 2024

Oct 30, 2024
SELL
N/A
-8,248 Reduced 27.89%
21,322 $0
Q2 2024

Aug 01, 2024
SELL
N/A
-1,926 Reduced 6.12%
29,570 $0
Q1 2024

May 08, 2024
BUY
N/A
669 Added 2.17%
31,496 $0
Q4 2023

Jan 29, 2024
BUY
N/A
30,827 New
30,827 $0
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