Lester Murray Antman Dba Simply Rich SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES Transaction History

Lester Murray Antman Dba Simply Rich

  • $350 Million
  • Q4 2024
Number of Shares
775,683
Previous 940,052 17.49%
Holding current value
$775,000
Previous $940,000 17.55%
% of portfolio
0.22%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
N/A
-164,369 Reduced 17.49%
775,683 $775,000
Q3 2024

Oct 18, 2024
BUY
N/A
940,052 New
940,052 $940,000
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