Narus Financial Partners, LLC SCHWAB CHARLES FAMILY FD Transaction History

Narus Financial Partners, LLC

  • $234 Billion
  • Q1 2024
Number of Shares
3,664,360
Previous 5,036,362 27.24%
Holding current value
$3.66 Billion
Previous $5.04 Billion 27.24%
% of portfolio
1.56%
Previous 2.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Narus Financial Partners, LLC Portfolio

Follow Narus Financial Partners, 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 Narus Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Narus Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email