Spire Wealth Management’s Woori Financial WF Stock Holding History

Spire Wealth Management’s Portfolio WF Stock Details WF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-125	Closed	-$8.32K	–	2384
2026 Q1	$8.32K	Buy	+125	New	+$8.41K	﹤0.01%	1678
2025 Q2	–	Sell	-75	Closed	-$2.5K	–	2586
2025 Q1	$2.5K	Hold	75	–	–	﹤0.01%	2233
2024 Q4	$2.34K	Hold	75	–	–	﹤0.01%	2222
2024 Q3	$2.68K	Hold	75	–	–	﹤0.01%	1942
2024 Q2	$2.4K	Buy	+75	New	+$2.35K	﹤0.01%	1978
2024 Q1	–	Sell	-80	Closed	-$2.32K	–	2416
2023 Q4	$2.32K	Hold	80	–	–	﹤0.01%	2117
2023 Q3	$2.19K	Hold	80	–	–	﹤0.01%	2119
2023 Q2	$2.16K	Hold	80	–	–	﹤0.01%	2186
2023 Q1	$2.1K	Hold	80	–	–	﹤0.01%	2255
2022 Q4	$2K	Hold	80	–	–	﹤0.01%	2116
2022 Q3	$2K	Buy	+80	New	+$2.1K	﹤0.01%	2006

Other funds holding WF

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return