Kellett Schaffner Wealth Advisors LLC Ishares Core U.S. Aggregate Bo Transaction History

Kellett Schaffner Wealth Advisors LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$95.54 - $104.23 $33,916 - $37,001	-355 Reduced 12.03%	2,597 $246,000
Q2 2022 Aug 08, 2022	SELL	$99.01 - $106.84 $55,445 - $59,830	-560 Reduced 15.95%	2,952 $300,000
Q1 2022 Apr 25, 2022	SELL	$106.1 - $113.3 $296,973 - $317,126	-2,799 Reduced 44.35%	3,512 $376,000
Q4 2021 Feb 10, 2022	BUY	$113.45 - $115.33 $715,982 - $727,847	6,311 New	6,311 $720,000

1,968

1.07B

115K

548K

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