Assured Partners Investment Advisors, LLC DIMENSIONAL ETF TRUST Transaction History

Assured Partners Investment Advisors, LLC

  • $518 Billion
  • Q1 2025
Number of Shares
23,666
Previous 33,903 30.19%
Holding current value
$1.45 Billion
Previous $2.12 Billion 31.51%
% of portfolio
0.28%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
N/A
-10,237 Reduced 30.19%
23,666 $1.45 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
33,903 New
33,903 $2.12 Billion
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