Partnership Wealth Management, LLC SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY Transaction History

Partnership Wealth Management, LLC

  • $135 Billion
  • Q2 2024
Number of Shares
1,836,225
Previous 1,026,606 78.86%
Holding current value
$1.84 Billion
Previous $1.03 Billion 78.86%
% of portfolio
1.36%
Previous 0.72%

Shares

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

Jul 03, 2024
BUY
N/A
809,619 Added 78.86%
1,836,225 $1.84 Billion
Q1 2024

Apr 10, 2024
BUY
N/A
5,473 Added 0.54%
1,026,606 $1.03 Billion
Q4 2023

Feb 07, 2024
BUY
N/A
1,021,133 New
1,021,133 $1.02 Billion
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