Financial Advisors, LLC Ishares Tr Core Moderate Alloc Transaction History

Financial Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$37.83 - $41.78 $94,121 - $103,948	-2,488 Reduced 33.03%	5,045 $209,000
Q3 2023 Oct 10, 2023	BUY	$38.81 - $40.84 $292,355 - $307,647	7,533 New	7,533 $293,000
Q1 2023 May 04, 2023	SELL	$38.2 - $40.45 $2.27 Million - $2.41 Million	-59,518 Reduced 47.27%	66,385 $2.65 Million
Q4 2022 Feb 14, 2023	BUY	$36.07 - $39.57 $4.54 Million - $4.98 Million	125,903 New	125,903 $4.79 Million

257

11.4M

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

Stay updated on Financial Advisors, LLC with notifications on news.