9258 Wealth Management, LLC SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024
Number of Shares
3,789,685
Previous 3,742,729 1.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
N/A
46,956 Added 1.25%
3,789,685 $0
Q2 2024

Aug 02, 2024
BUY
N/A
699,075 Added 22.97%
3,742,729 $0
Q1 2024

May 03, 2024
SELL
N/A
-261,826 Reduced 7.92%
3,043,654 $0
Q4 2023

Feb 06, 2024
BUY
N/A
555,480 Added 20.2%
3,305,480 $0
Q3 2023

Nov 08, 2023
BUY
N/A
2,750,000 New
2,750,000 $0
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