Partnership Wealth Management, LLC SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY Transaction History
Partnership Wealth Management, LLC
- $135 Billion
- Q2 2024
Number of Shares
1,836,225
Previous 1,026,606
78.86%
Holding current value
$1.84 Billion
Previous $1.03 Billion
78.86%
% of portfolio
1.36%
Previous 0.72%
Shares
3 transactions