Lji Wealth Management, LLC EA SERIES TRUST Transaction History

Lji Wealth Management, LLC

  • $452 Billion
  • Q2 2024
Number of Shares
29,397
Previous 30,093 2.31%
Holding current value
$599 Million
Previous $640 Million 6.42%
% of portfolio
0.13%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
N/A
-696 Reduced 2.31%
29,397 $599 Million
Q1 2024

May 15, 2024
SELL
N/A
-2,699 Reduced 8.23%
30,093 $640 Million
Q4 2023

Feb 13, 2024
SELL
N/A
-180 Reduced 0.55%
32,792 $689 Million
Q3 2023

Feb 02, 2024
SELL
N/A
-389,004 Reduced 92.19%
32,972 $603 Million
Q2 2023

Feb 02, 2024
BUY
N/A
388,891 Added 1175.43%
421,976 $590 Million
Q1 2023

Feb 02, 2024
BUY
N/A
33,085 New
33,085 $580 Million
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email