Cerro Pacific Wealth Advisors LLC Schwab Strategic Us Tips ETF Transaction History

Cerro Pacific Wealth Advisors LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$51.68 - $53.62 $705,328 - $731,805	13,648 Added 26.23%	65,680 $3.52 Million
Q4 2022 Jan 18, 2023	BUY	$51.47 - $53.83 $391,583 - $409,538	7,608 Added 17.13%	52,032 $0
Q3 2022 Oct 12, 2022	SELL	$51.8 - $57.88 $563,117 - $629,213	-10,871 Reduced 19.66%	44,424 $2.3 Million
Q2 2022 Jul 18, 2022	BUY	$55.59 - $60.15 $3.07 Million - $3.33 Million	55,295 New	55,295 $3.09 Million

685

155M

60.2K

1.3K

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.