Dopkins Wealth Management, LLC EA SERIES TRUST Transaction History

Dopkins Wealth Management, LLC

  • $158 Million
  • Q2 2024
Number of Shares
308,231
Previous 331,428 7.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
N/A
-23,197 Reduced 7.0%
308,231 $0
Q1 2024

May 03, 2024
BUY
N/A
57,432 Added 20.96%
331,428 $0
Q4 2023

Jan 25, 2024
SELL
N/A
-49,086 Reduced 15.19%
273,996 $0
Q3 2023

Nov 13, 2023
BUY
N/A
49,331 Added 18.02%
323,082 $0
Q2 2023

Aug 07, 2023
BUY
N/A
2,761 Added 1.02%
273,751 $0
Q1 2023

May 05, 2023
BUY
N/A
270,990 New
270,990 $0
Track This Portfolio

Track Dopkins Wealth Management, LLC Portfolio

Follow Dopkins Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email