Wealthsource Partners, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 12, 2020
SELL
N/A
-116,301 Closed
0 $0
Q3 2019

Nov 15, 2019
SELL
N/A
-43,330 Reduced 27.14%
116,301 $2.78 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-1,685 Reduced 1.04%
159,631 $3.82 Million
Q1 2019

May 16, 2019
BUY
N/A
142,700 Added 766.54%
161,316 $3.87 Million
Q4 2018

Feb 06, 2019
BUY
N/A
5,220 Added 38.97%
18,616 $440,000
Q3 2018

Nov 13, 2018
SELL
N/A
-2,080 Reduced 13.44%
13,396 $325,000
Q2 2018

Aug 14, 2018
BUY
N/A
15,476 New
15,476 $374,000
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email