Penobscot Wealth Management DIMENSIONAL ETF TRUST Transaction History

Penobscot Wealth Management

  • $201 Million
  • Q1 2025
Number of Shares
672,825
Previous 625,408 7.58%
Holding current value
$0
Previous $33 Million 100.0%
% of portfolio
0.0%
Previous 15.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
47,417 Added 7.58%
672,825 $0
Q4 2024

Feb 10, 2025
BUY
N/A
531,640 Added 566.97%
625,408 $33 Million
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
Track This Portfolio

Track Penobscot Wealth Management Portfolio

Follow Penobscot Wealth Management 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 Penobscot Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Penobscot Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email