WEALTHSPIRE ADVISORS, LLC – Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
2.97M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
+6.12%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +73.85% | 34.52K shares | 1.36M | 81.27K | |
| Q2 2022 | share | Increase | 0.00% | 46.75K shares | 1.61M | 46.75K | |
| Q4 2021 | share | Decrease | -100.00% | -54.48K shares | -1.81M | 0 | |
| Q3 2021 | share | Increase | 0.00% | 54.48K shares | 1.81M | 54.48K |