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

Badgley Phelps Wealth Managers, LLC

  • $4 Billion
  • Q2 2024
Number of Shares
1,854,630
Previous 20,780,630 91.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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