Opes Wealth Management LLC SCHWAB CHARLES FAMILY FD Transaction History

Opes Wealth Management LLC

3,624,088

Previous 1,335,596 171.35%

Previous $0 NaN%

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	N/A	2,288,492 Added 171.35%	3,624,088 $0
Q2 2024 Aug 05, 2024	SELL	N/A	-1,388,867 Reduced 50.98%	1,335,596 $0
Q1 2024 May 02, 2024	SELL	N/A	-258,509 Reduced 8.67%	2,724,463 $0
Q4 2023 Jan 31, 2024	SELL	N/A	-1,512,951 Reduced 33.65%	2,982,972 $0
Q3 2023 Nov 02, 2023	BUY	N/A	4,355,908 Added 3111.03%	4,495,923 $0
Q2 2023 Aug 02, 2023	SELL	N/A	-50,000 Reduced 26.31%	140,015 $0
Q3 2022 Oct 31, 2022	BUY	N/A	190,015 New	190,015 $190,000
Q2 2022 Aug 10, 2022	SELL	N/A	-1,410,030 Closed	0 $0
Q1 2022 May 05, 2022	BUY	N/A	1,410,030 New	1,410,030 $1.41 Million

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