Bright Futures Wealth Management, Llc. Schwab Strategic Tr Us Broad M Transaction History

Bright Futures Wealth Management, Llc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$22.01 - $66.82 $6,889 - $20,914	-313 Reduced 3.06%	9,919 $225,000
Q3 2024 Oct 31, 2024	BUY	$59.93 - $66.52 $409,441 - $454,464	6,832 Added 200.94%	10,232 $680,000
Q2 2024 Aug 07, 2024	BUY	$57.57 - $63.3 $575 - $633	10 Added 0.29%	3,400 $213,000
Q1 2024 Jun 28, 2024	BUY	$54.61 - $61.05 $185,127 - $206,959	3,390 New	3,390 $214 Million

1,347

569M

500K

12.1K

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