Tucker Asset Management LLC SCHWAB US TREASURY MONEY ULTRA Transaction History

Tucker Asset Management LLC

  • $939 Billion
  • Q4 2024
Number of Shares
1,945,748
Previous 2,217,846 12.27%
Holding current value
$1.95 Billion
Previous $2.22 Billion 12.27%
% of portfolio
0.21%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
N/A
-272,098 Reduced 12.27%
1,945,748 $1.95 Billion
Q3 2024

Feb 03, 2025
BUY
N/A
28,128 Added 1.28%
2,217,846 $2.22 Billion
Q2 2024

Aug 09, 2024
SELL
N/A
-369,168 Reduced 14.43%
2,189,718 $2.19 Billion
Q1 2024

Aug 09, 2024
SELL
N/A
-171,375 Reduced 6.28%
2,558,886 $2.56 Billion
Q4 2023

Mar 04, 2024
BUY
N/A
2,730,261 New
2,730,261 $2.73 Billion
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