Integris Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Integris Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$23.83 - $26.11 $270,756 - $296,661	-11,362 Reduced 49.11%	11,776 $282 Million
Q2 2023 Jul 13, 2023	SELL	$23.66 - $25.54 $47,769 - $51,565	-2,019 Reduced 8.03%	23,138 $570 Million
Q1 2023 May 15, 2023	BUY	$23.32 - $26.39 $23,156 - $26,205	993 Added 4.11%	25,157 $617 Million
Q4 2022 Feb 07, 2023	BUY	$21.59 - $24.95 $521,700 - $602,891	24,164 New	24,164 $572 Million

770

236M

13.7K

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