Wealth Preservation Advisors, LLC Zurich Insurance Grp LTD Spons Transaction History

Wealth Preservation Advisors, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Wealth Preservation Advisors, LLC transactions in Zurich Insurance Grp LTD Spons stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 90 shares of ZURVY stock, worth $3,239. This represents 0.0% of its overall portfolio holdings.

Number of Shares
90
Previous 58 55.17%
Holding current value
$3,239
Previous $2.02 Million 58.58%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$34.17 - $37.08 $1,093 - $1,186
32 Added 55.17%
90 $3.21 Million
Q2 2025

Aug 14, 2025
BUY
$31.32 - $36.04 $1,816 - $2,090
58 New
58 $2.02 Million

Others Institutions Holding ZURVY

# of Institutions
17
Shares Held
314K
Call Options Held
0
Put Options Held
0
View Full List

About ZURICH INSURANCE GRP LTD SPONS

ZURVY Quotes by TradingView
  • Ticker ZURVY
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,482,909,952
  • Market Cap $53.4B
More about ZURVY
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