Rockport Wealth LLC SERIES PORTFOLIOS TR Transaction History

Rockport Wealth LLC

  • $491 Billion
  • Q3 2025
Number of Shares
94,895
Previous 88,686 7.0%
Holding current value
$2.55 Billion
Previous $2.37 Billion 7.32%
% of portfolio
0.52%
Previous 0.55%

Shares

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

Oct 31, 2025
BUY
N/A
6,209 Added 7.0%
94,895 $2.55 Billion
Q2 2025

Aug 13, 2025
BUY
N/A
9,347 Added 11.78%
88,686 $2.37 Billion
Q1 2025

May 15, 2025
BUY
N/A
79,339 New
79,339 $2.11 Billion
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