Lji Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024
Number of Shares
16,873
Previous 12,048 40.05%
Holding current value
$520 Million
Previous $348 Million 49.25%
% of portfolio
0.11%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
N/A
4,825 Added 40.05%
16,873 $520 Million
Q2 2024

Aug 12, 2024
BUY
N/A
12,048 New
12,048 $348 Million
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji 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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email