Penobscot Wealth Management DIMENSIONAL ETF TRUST Transaction History

Penobscot Wealth Management

  • $185 Million
  • Q3 2024
Number of Shares
93,768
Previous 86,294 8.66%
Holding current value
$5.17 Million
Previous $4.6 Million 12.4%
% of portfolio
2.79%
Previous 2.74%

Shares

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

Oct 28, 2024
BUY
N/A
7,474 Added 8.66%
93,768 $5.17 Million
Q2 2024

Jul 29, 2024
BUY
N/A
8,766 Added 11.31%
86,294 $4.6 Million
Q1 2024

May 06, 2024
BUY
N/A
77,528 New
77,528 $4.14 Million
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