Integris Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Integris Wealth Management, LLC

  • $351 Billion
  • Q1 2025
Number of Shares
532,222
Previous 518,331 2.68%
Holding current value
$14 Billion
Previous $13.2 Billion 5.57%
% of portfolio
3.99%
Previous 3.73%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
N/A
13,891 Added 2.68%
532,222 $14 Billion
Q4 2024

Jan 23, 2025
BUY
N/A
16,364 Added 3.26%
518,331 $13.2 Billion
Q3 2024

Oct 18, 2024
SELL
N/A
-3,867 Reduced 0.76%
501,967 $14.5 Billion
Q2 2024

Jul 19, 2024
SELL
N/A
-7,064 Reduced 1.38%
505,834 $12.6 Billion
Q1 2024

May 03, 2024
BUY
N/A
21,066 Added 4.28%
512,898 $13.1 Billion
Q4 2023

Feb 09, 2024
BUY
N/A
37,899 Added 8.35%
491,832 $12.8 Billion
Q3 2023

Nov 08, 2023
BUY
N/A
453,933 New
453,933 $10.2 Billion
Track This Portfolio

Track Integris Wealth Management, LLC Portfolio

Follow Integris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email