Liberty Wealth Management LLC BLACKROCK FLEXIBLE Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Number of Shares
33,067
Previous 47,462 30.33%
Holding current value
$0
Previous $1.51 Million 100.0%
% of portfolio
0.0%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
N/A
-14,395 Reduced 30.33%
33,067 $0
Q2 2024

Aug 06, 2024
BUY
N/A
19,194 Added 67.9%
47,462 $1.51 Million
Q1 2024

May 02, 2024
BUY
N/A
28,268 New
28,268 $1.48 Million
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