WEALTHSPIRE ADVISORS, LLC – Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$144.97M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +17.13% | 753.57K shares | 6.59M | $28.13 | 5.15M |
| Q2 2022 | share | Increase | +6.13% | 254.06K shares | -13.86M | $31.45 | 4.40M |
| Q1 2022 | share | Increase | +18.84% | 657.14K shares | 16.62M | $36.72 | 4.14M |
| Q4 2021 | share | Increase | +5.66% | 186.84K shares | 7.82M | $38.93 | 3.48M |
| Q3 2021 | share | Decrease | -2.23% | -75.28K shares | -5.44M | $38.7 | 3.30M |
| Q2 2021 | share | Decrease | -2.01% | -69.39K shares | 3.57M | $39.45 | 3.37M |
| Q1 2021 | share | Increase | +2.07% | 69.86K shares | 8.06M | $37.3 | 3.44M |
| Q4 2020 | share | Increase | 0.00% | 3.37M shares | 121.60M | $35.7 | 3.37M |
| Q3 2020 | share | Decrease | -1.09% | -26.61K shares | 3.18M | $30.69 | 2.41M |
| Q2 2020 | share | Decrease | -18.43% | -550.51K shares | -4.69M | $29.08 | 2.43M |
| Q1 2020 | share | Increase | 0.00% | 2.98M shares | 77.19M | $25.05 | 2.98M |