Narus Financial Partners, LLC SCHWAB CHARLES FAMILY FD Transaction History

Narus Financial Partners, LLC

  • $279 Billion
  • Q3 2024
Number of Shares
1,986,885
Previous 3,219,885 38.29%
Holding current value
$1.99 Billion
Previous $3.22 Billion 38.29%
% of portfolio
0.71%
Previous 1.3%

Shares

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

Oct 18, 2024
SELL
N/A
-1,233,000 Reduced 38.29%
1,986,885 $1.99 Billion
Q2 2024

Jul 17, 2024
SELL
N/A
-444,475 Reduced 12.13%
3,219,885 $3.22 Billion
Q1 2024

Apr 18, 2024
SELL
N/A
-1,372,002 Reduced 27.24%
3,664,360 $3.66 Billion
Q4 2023

Jan 25, 2024
BUY
N/A
5,036,362 New
5,036,362 $5.04 Billion
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