Badgley Phelps Wealth Managers, LLC SCHWAB CHARLES FAMILY FD Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024
Number of Shares
2,611,630
Previous 1,854,630 40.82%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024
BUY
N/A
757,000 Added 40.82%
2,611,630 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-18,926,000 Reduced 91.08%
1,854,630 $0
Q1 2024

May 15, 2024
BUY
N/A
11,681,000 Added 128.37%
20,780,630 $0
Q4 2023

Feb 14, 2024
BUY
N/A
9,099,630 New
9,099,630 $0
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, 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 Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email