Wallace Advisory Group, LLC RBB FD INC Transaction History

Wallace Advisory Group, LLC

  • $124 Billion
  • Q3 2025
Number of Shares
5,973
Previous 6,558 8.92%
Holding current value
$299 Million
Previous $331 Million 9.51%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Oct 15, 2025
SELL
N/A
-585 Reduced 8.92%
5,973 $299 Million
Q2 2025

Jul 30, 2025
BUY
N/A
6,558 New
6,558 $331 Million
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