Baker Tilly Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Baker Tilly Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 20, 2022	BUY	$50.25 - $50.72 $2.33 Million - $2.35 Million	46,370 New	46,370 $2.33 Million
Q4 2021 Feb 08, 2022	SELL	$50.99 - $51.08 $15 Million - $15 Million	-294,606 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$51.03 - $51.1 $1.44 Million - $1.44 Million	28,255 Added 10.61%	294,606 $15 Million
Q2 2021 Jul 30, 2021	BUY	$51.02 - $51.09 $1.51 Million - $1.51 Million	29,628 Added 12.52%	266,351 $13.6 Million
Q1 2021 Apr 28, 2021	BUY	$51.0 - $51.08 $10,455 - $10,471	205 Added 0.09%	236,723 $12.1 Million
Q4 2020 Feb 03, 2021	BUY	$50.98 - $51.08 $12.1 Million - $12.1 Million	236,518 New	236,518 $12.1 Million

447

40.1M

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.