Number of Shares
32,566
Previous 32,873 0.93%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025

SELL
N/A
-307 Reduced 0.93%
32,566 $0
Q2 2025

Aug 11, 2025

SELL
N/A
-21,540 Reduced 39.59%
32,873 $0
Q1 2025

May 09, 2025

BUY
N/A
585 Added 1.09%
54,413 $0
Q4 2024

Feb 03, 2025

BUY
N/A
19,607 Added 57.3%
53,828 $0
Q3 2024

Nov 13, 2024

SELL
N/A
-7,470 Reduced 17.92%
34,221 $0
Q2 2024

Aug 08, 2024

SELL
N/A
-4,477 Reduced 9.7%
41,691 $0
Q1 2024

May 06, 2024

SELL
N/A
-5,115 Reduced 9.97%
46,168 $0
Q4 2023

Feb 06, 2024

BUY
N/A
51,283 New
51,283 $0
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.