Comprehensive Wealth Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Comprehensive Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$44.2 - $45.3 $163,628 - $167,700	3,702 Added 32.56%	15,073 $676,000
Q4 2023 Jan 12, 2024	SELL	$41.19 - $45.42 $113,025 - $124,632	-2,744 Reduced 19.44%	11,371 $514,000
Q3 2023 Jan 12, 2024	BUY	$42.38 - $44.35 $240,294 - $251,464	5,670 Added 67.14%	14,115 $598,000
Q2 2023 Jan 12, 2024	BUY	$43.61 - $44.97 $368,286 - $379,771	8,445 New	8,445 $373,000

231

30.9M

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

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.