Moss Adams Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Moss Adams Wealth Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$47.61 - $55.91 $148,019 - $173,824	3,109 Added 79.88%	7,001 $390 Million
Q3 2023 Dec 20, 2023	BUY	$49.59 - $53.57 $42,002 - $45,373	847 Added 27.82%	3,892 $194 Million
Q2 2023 Dec 20, 2023	BUY	$47.08 - $51.7 $235 - $258	5 Added 0.16%	3,045 $157 Million
Q1 2023 Dec 20, 2023	BUY	$44.47 - $49.23 $177 - $196	4 Added 0.13%	3,040 $145 Million
Q4 2022 Dec 20, 2023	BUY	$41.94 - $47.81 $127,329 - $145,151	3,036 New	3,036 $136 Million

1,161

168M

197K

19.4K

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