Comprehensive Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Comprehensive Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jan 12, 2024	SELL	$100.28 - $108.53 $40.5 Million - $43.9 Million	-404,169 Closed	0 $0
Q1 2023 Jan 12, 2024	BUY	$99.48 - $108.63 $1.82 Million - $1.98 Million	18,248 Added 4.73%	404,169 $43 Million
Q4 2022 Jan 12, 2024	BUY	$92.4 - $109.47 $1.29 Million - $1.52 Million	13,907 Added 3.74%	385,921 $38.4 Million
Q3 2022 Jan 12, 2024	BUY	$100.95 - $120.04 $1.87 Million - $2.23 Million	18,557 Added 5.25%	372,014 $39.3 Million
Q2 2022 Jan 12, 2024	BUY	$108.81 - $132.38 $6.44 Million - $7.84 Million	59,213 Added 20.12%	353,457 $40.6 Million
Q1 2022 Jan 12, 2024	BUY	$128.66 - $144.3 $37.9 Million - $42.5 Million	294,244 New	294,244 $38.9 Million

1,295

402M

120M

93.7M

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.