Wealth Group LTD fidelity Transaction History

Wealth Group LTD

  • $432 Billion
  • Q3 2025
Number of Shares
5,468
Previous 5,538 1.26%
Holding current value
$546 Million
Previous $521 Million 4.85%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 08, 2025
SELL
N/A
-70 Reduced 1.26%
5,468 $546 Million
Q2 2025

Jul 16, 2025
SELL
N/A
-2,515 Reduced 31.23%
5,538 $521 Million
Q1 2025

Apr 10, 2025
BUY
N/A
5,056 Added 168.7%
8,053 $580 Million
Q4 2024

Jan 08, 2025
BUY
N/A
2,997 New
2,997 $244 Million
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