Baker Tilly Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Baker Tilly Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	$28.19 - $33.79 $669,991 - $803,086	-23,767 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$30.13 - $38.07 $160,803 - $203,179	5,337 Added 28.96%	23,767 $776,000
Q4 2021 Feb 08, 2022	SELL	$35.7 - $39.01 $149,725 - $163,607	-4,194 Reduced 18.54%	18,430 $679,000
Q3 2021 Nov 02, 2021	SELL	$37.03 - $41.81 $221,809 - $250,441	-5,990 Reduced 20.93%	22,624 $844,000
Q2 2021 Jul 30, 2021	BUY	$39.26 - $42.54 $166,501 - $180,412	4,241 Added 17.4%	28,614 $1.2 Million
Q1 2021 Apr 28, 2021	SELL	$39.62 - $45.05 $78,923 - $89,739	-1,992 Reduced 7.56%	24,373 $992,000
Q4 2020 Feb 03, 2021	BUY	$33.67 - $39.76 $887,709 - $1.05 Million	26,365 New	26,365 $1.05 Million

249

43.5M

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.