Portside Wealth Group, LLC RBB FD INC Transaction History

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Number of Shares
16,701
Previous 15,677 6.53%
Holding current value
$836 Million
Previous $785 Million 6.49%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 05, 2025
BUY
N/A
1,024 Added 6.53%
16,701 $836 Million
Q2 2025

Aug 11, 2025
BUY
N/A
598 Added 3.97%
15,677 $785 Million
Q1 2025

Apr 14, 2025
BUY
N/A
15,079 New
15,079 $760 Million
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