Beacon Bridge Wealth Partners, LLC Schwab Strategic Us Tips ETF Transaction History

Beacon Bridge Wealth Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$49.69 - $52.46 $20,770 - $21,928	-418 Reduced 9.18%	4,133 $216 Million
Q3 2023 Nov 14, 2023	SELL	$50.37 - $52.48 $36,266 - $37,785	-720 Reduced 13.66%	4,551 $230 Million
Q2 2023 Aug 08, 2023	BUY	$52.18 - $54.02 $1,878 - $1,944	36 Added 0.69%	5,271 $276 Million
Q1 2023 May 08, 2023	SELL	$51.68 - $53.62 $17,054 - $17,694	-330 Reduced 5.93%	5,235 $281 Million
Q4 2022 Feb 10, 2023	BUY	$51.47 - $53.83 $286,430 - $299,563	5,565 New	5,565 $288 Million

685

155M

60.2K

1.3K

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.