Primoris Wealth Advisors, LLC SERIES PORTFOLIOS TR Transaction History

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025
Number of Shares
51,450
Previous 23,500 118.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 27, 2025
BUY
N/A
27,950 Added 118.94%
51,450 $0
Q2 2025

Jul 29, 2025
BUY
N/A
13,200 Added 128.16%
23,500 $0
Q1 2025

Apr 24, 2025
BUY
N/A
10,300 New
10,300 $0
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