Serenus Wealth Advisors, LLC VALUE STOCK INDEX PORTFOLIO Transaction History

Serenus Wealth Advisors, LLC

  • $585 Billion
  • Q3 2025
Number of Shares
4,439
Previous 4,563 2.72%
Holding current value
$310 Million
Previous $301 Million 3.13%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 07, 2025
SELL
N/A
-124 Reduced 2.72%
4,439 $310 Million
Q4 2024

Jan 28, 2025
BUY
N/A
4,563 New
4,563 $285 Million
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