Primoris Wealth Advisors, LLC SPINNAKER ETF SERIES Transaction History

Primoris Wealth Advisors, LLC

  • $148 Million
  • Q3 2025
Number of Shares
8,985
Previous 68,920 86.96%
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
SELL
N/A
-59,935 Reduced 86.96%
8,985 $0
Q2 2025

Jul 29, 2025
SELL
N/A
-13,830 Reduced 16.71%
68,920 $0
Q1 2025

Apr 24, 2025
BUY
N/A
82,750 New
82,750 $0
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