James J. Burns & Company, LLC Schwab Strategic Tr Us Dividen Transaction History

James J. Burns & Company, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$70.63 - $75.66 $760,685 - $814,858	10,770 Added 2.72%	406,207 $28.7 Million
Q2 2023 Jul 27, 2023	BUY	$69.18 - $73.94 $1.33 Million - $1.42 Million	19,157 Added 5.09%	395,437 $28.7 Million
Q1 2023 Apr 24, 2023	BUY	$70.28 - $78.03 $10.2 Million - $11.3 Million	144,889 Added 62.62%	376,280 $27.5 Million
Q4 2022 Feb 02, 2023	BUY	$67.16 - $79.06 $474,015 - $558,005	7,058 Added 3.15%	231,391 $17.5 Million
Q3 2022 Nov 01, 2022	BUY	$66.43 - $77.87 $14.9 Million - $17.5 Million	224,333 New	224,333 $14.9 Million

1,760

276M

1.92M

1.16M

Get notified when there are updates to the investment portfolio of James J. Burns & Company, LLC, based on Form 13F filings with the SEC.

Stay updated on James J. Burns & Company, LLC with notifications on news.