Wealthspire Advisors, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025
Number of Shares
3,709
Previous 3,448 7.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
261 Added 7.57%
3,709 $0
Q2 2025

Aug 11, 2025
BUY
N/A
3,448 New
3,448 $0
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