Crestone Asset Management LLC Schwab Strategic Tr Us Large C Transaction History

Crestone Asset Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $187,798 - $217,435	2,330 New	2,330 $216,000
Q3 2021 Nov 05, 2021	SELL	$73.24 - $78.94 $183,392 - $197,665	-2,504 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$61.41 - $68.35 $153,770 - $171,148	2,504 New	2,504 $0
Q1 2021 Apr 27, 2021	SELL	$61.41 - $68.35 $201,793 - $224,598	-3,286 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$55.95 - $64.38 $11,973 - $13,777	-214 Reduced 6.11%	3,286 $422,000
Q2 2019 Mar 12, 2021	BUY	N/A	3,500 New	3,500 $291,000

1,310

181M

140K

91.5K

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

Stay updated on Crestone Asset Management LLC with notifications on news.