Evanson Asset Management, LLC SCHWAB CHARLES FAMILY FD Transaction History

Evanson Asset Management, LLC

  • $1.35 Billion
  • Q3 2024
Number of Shares
679,444
Previous 3,590,679 81.08%
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

Oct 07, 2024
SELL
N/A
-2,911,235 Reduced 81.08%
679,444 $0
Q2 2024

Jul 12, 2024
BUY
N/A
940,793 Added 35.5%
3,590,679 $0
Q1 2024

Apr 12, 2024
SELL
N/A
-889,074 Reduced 25.12%
2,649,886 $0
Q4 2023

Jan 18, 2024
BUY
N/A
2,535,117 Added 252.54%
3,538,960 $0
Q3 2023

Oct 19, 2023
BUY
N/A
1,003,843 New
1,003,843 $0
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