Baker Tilly Wealth Management, LLC Ishares Global Fin'L ETF Transaction History

Baker Tilly Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 27, 2022	SELL	$72.45 - $85.55 $245,170 - $289,501	-3,384 Closed	0 $0
Q4 2021 Feb 08, 2022	SELL	$77.09 - $83.81 $414,667 - $450,813	-5,379 Reduced 61.38%	3,384 $271,000
Q3 2021 Nov 02, 2021	BUY	$74.07 - $80.93 $5,703 - $6,231	77 Added 0.89%	8,763 $687,000
Q2 2021 Jul 30, 2021	BUY	$74.17 - $81.68 $644,240 - $709,472	8,686 New	8,686 $674,000

123

2.02M

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.