Wcg Wealth Advisors LLC Ishares U S ETF Tr Int Rate He Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 17,877 shares of LQDH stock, worth $1.66 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,877
Previous 17,021 5.03%
Holding current value
$1.66 Million
Previous $1.58 Million 5.12%
% of portfolio
0.11%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$90.85 - $93.3 $77,767 - $79,864
856 Added 5.03%
17,877 $1.66 Million
Q2 2024

Aug 12, 2024
BUY
$92.93 - $94.21 $227,306 - $230,437
2,446 Added 16.78%
17,021 $1.58 Million
Q1 2024

May 13, 2024
BUY
$92.45 - $94.34 $142,373 - $145,283
1,540 Added 11.81%
14,575 $1.37 Million
Q4 2023

Feb 08, 2024
SELL
$91.42 - $94.16 $28,980 - $29,848
-317 Reduced 2.37%
13,035 $1.21 Million
Q3 2023

Nov 09, 2023
SELL
$92.06 - $93.72 $25,224 - $25,679
-274 Reduced 2.01%
13,352 $1.26 Million
Q2 2023

Aug 14, 2023
BUY
$90.17 - $92.95 $163,658 - $168,704
1,815 Added 15.37%
13,626 $1.27 Million
Q1 2023

May 15, 2023
BUY
$89.76 - $93.28 $30,249 - $31,435
337 Added 2.94%
11,811 $1.08 Million
Q4 2022

Feb 14, 2023
BUY
$87.8 - $92.1 $129,066 - $135,387
1,470 Added 14.69%
11,474 $1.04 Million
Q3 2022

Nov 14, 2022
BUY
$88.15 - $92.29 $881,852 - $923,269
10,004 New
10,004 $888,000

Others Institutions Holding LQDH

# of Institutions
88
Shares Held
3.45M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

LQDH Quotes by TradingView
  • Ticker LQDH
  • Sector ETFs
  • Industry ETFs
More about LQDH
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email