All Gen Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

All Gen Financial Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 16, 2023	SELL	$50.36 - $54.21 $20,295 - $21,846	-403 Reduced 8.54%	4,318 $218 Million
Q2 2023 Jul 26, 2023	SELL	$47.67 - $52.37 $6,959 - $7,646	-146 Reduced 3.0%	4,721 $247 Million
Q1 2023 May 05, 2023	BUY	$44.78 - $49.41 $217,944 - $240,478	4,867 New	4,867 $235 Million
Q2 2022 Feb 14, 2023	SELL	$43.35 - $54.51 $163,559 - $205,666	-3,773 Closed	0 $0
Q1 2022 Feb 14, 2023	BUY	$49.51 - $57.27 $186,801 - $216,079	3,773 New	3,773 $203 Million

1,351

348M

34.3K

1.2K

Get notified when there are updates to the investment portfolio of All Gen Financial Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on All Gen Financial Advisors, Inc. with notifications on news.