Aptus Capital Advisors, LLC SCHWAB CHARLES FAMILY FD Transaction History

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 2024
Number of Shares
3,047,926
Previous 2,958,635 3.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024
BUY
N/A
89,291 Added 3.02%
3,047,926 $0
Q2 2024

Jul 31, 2024
BUY
N/A
2,763,645 Added 1417.33%
2,958,635 $0
Q4 2023

Feb 13, 2024
BUY
N/A
65,310 Added 50.36%
194,990 $0
Q3 2023

Nov 08, 2023
BUY
N/A
44,413 Added 52.09%
129,680 $0
Q2 2023

Aug 11, 2023
SELL
N/A
-2,538,978 Reduced 96.75%
85,267 $0
Q1 2023

May 09, 2023
BUY
N/A
2,624,245 New
2,624,245 $0
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