Liberty Wealth Management LLC DIMENSIONL US LARGE CAP Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024
Number of Shares
412,675
Previous 696,549 40.75%
Holding current value
$0
Previous $11.5 Million 100.0%
% of portfolio
0.0%
Previous 2.11%

Shares

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

Nov 01, 2024
SELL
N/A
-283,874 Reduced 40.75%
412,675 $0
Q2 2024

Aug 06, 2024
BUY
N/A
307,868 Added 79.21%
696,549 $11.5 Million
Q1 2024

May 02, 2024
SELL
N/A
-7,205 Reduced 1.82%
388,681 $11.7 Million
Q4 2023

Feb 08, 2024
SELL
N/A
-2,649 Reduced 0.66%
395,886 $0
Q3 2023

Nov 13, 2023
BUY
N/A
601 Added 0.15%
398,535 $9.89 Million
Q2 2023

Aug 10, 2023
SELL
N/A
-64,164 Reduced 13.89%
397,934 $0
Q1 2023

May 03, 2023
BUY
N/A
462,098 New
462,098 $0
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