Ci Private Wealth, LLC SCHWAB CHARLES FAMILY FD Transaction History

Ci Private Wealth, LLC

  • $69.4 Billion
  • Q3 2024
Number of Shares
18,148,635
Previous 17,711,132 2.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
N/A
437,503 Added 2.47%
18,148,635 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-6,014,344 Reduced 25.35%
17,711,132 $0
Q1 2024

May 09, 2024
BUY
N/A
5,660,023 Added 31.33%
23,725,476 $0
Q4 2023

Feb 09, 2024
BUY
N/A
18,065,453 New
18,065,453 $0
Q1 2023

May 15, 2023
BUY
N/A
2,974,579 New
2,974,579 $0
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