Back to WF

55 North Private Wealth, LLC → WF

55 North Private Wealth, LLC WF Position History

Woori Financial Group Inc. • Financial Services

Quarters held
2
Latest value
$304K
Q3 2026
Peak value
$304K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$292K
Q3 2026$304K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$304K4.0K——
Q2 2026$292K5.1K——

Other funds holding WF

Other 55 North Private Wealth, LLC positions

VGES

VANGUARD BD INDEX FDS

$32.5M
VGES

VANGUARD BD INDEX FDS

$32.2M
ETHA

BLACKROCK ETF TRUST II

$30.9M
ETHA

BLACKROCK ETF TRUST II

$30.5M
VGES

VANGUARD BD INDEX FDS

$26.2M
VGES

VANGUARD BD INDEX FDS

$25.8M
ETHA

BLACKROCK ETF TRUST II

$25M
ETHA

BLACKROCK ETF TRUST II

$24.5M
55 North Private Wealth, LLC WF Holdings: 13F Position History | Track13F