Secure Asset Management, LLC ULTIMUS MANAGERS TR Transaction History

Secure Asset Management, LLC

  • $477 Million
  • Q1 2025
Number of Shares
13,373
Previous 91,670 85.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
N/A
-78,297 Reduced 85.41%
13,373 $0
Q4 2024

Jan 17, 2025
SELL
N/A
-2,357 Reduced 2.51%
91,670 $0
Q3 2024

Oct 16, 2024
SELL
N/A
-14,099 Reduced 13.04%
94,027 $0
Q2 2024

Jul 24, 2024
SELL
N/A
-7,839 Reduced 6.76%
108,126 $0
Q1 2024

Apr 30, 2024
BUY
N/A
16,793 Added 16.93%
115,965 $0
Q4 2023

Jan 22, 2024
BUY
N/A
88,281 Added 810.59%
99,172 $0
Q3 2023

Oct 18, 2023
SELL
N/A
-5,921 Reduced 35.22%
10,891 $0
Q2 2023

Jul 13, 2023
SELL
N/A
-4,020 Reduced 19.3%
16,812 $0
Q1 2023

Apr 13, 2023
SELL
N/A
-2,345 Reduced 10.12%
20,832 $0
Q4 2022

Jan 20, 2023
BUY
N/A
23,177 New
23,177 $0
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email