Prasad Wealth Partners, LLC ALPS ETF TR Transaction History

Prasad Wealth Partners, LLC

  • $375 Billion
  • Q4 2025
Number of Shares
387,020
Previous 461,659 16.17%
Holding current value
$10.1 Billion
Previous $12.1 Billion 16.46%
% of portfolio
2.69%
Previous 3.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
SELL
N/A
-74,639 Reduced 16.17%
387,020 $10.1 Billion
Q3 2025

Nov 05, 2025
BUY
N/A
63,166 Added 15.85%
461,659 $12.1 Billion
Q2 2025

Jul 23, 2025
SELL
N/A
-142,230 Reduced 26.3%
398,493 $10.3 Billion
Q1 2025

May 12, 2025
BUY
N/A
52,881 Added 10.84%
540,723 $14 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
487,842 New
487,842 $12.4 Billion
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