Personal Cfo Solutions, LLC Ishares Tr Transaction History

Personal Cfo Solutions, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$112.0 - $130.47 $18,928 - $22,049	169 Added 2.37%	7,288 $940,000
Q2 2024 Aug 09, 2024	BUY	$109.54 - $117.86 $49,621 - $53,390	453 Added 6.8%	7,119 $803,000
Q1 2024 May 13, 2024	BUY	$101.06 - $117.39 $58,109 - $67,499	575 Added 9.44%	6,666 $782,000
Q4 2023 Feb 13, 2024	BUY	$89.71 - $100.92 $29,335 - $33,000	327 Added 5.67%	6,091 $609,000
Q3 2023 Nov 13, 2023	SELL	$86.28 - $94.91 $7,420 - $8,162	-86 Reduced 1.47%	5,764 $528,000
Q2 2023 Aug 10, 2023	SELL	$82.47 - $88.6 $60,450 - $64,943	-733 Reduced 11.13%	5,850 $514,000
Q1 2023 May 09, 2023	BUY	$81.37 - $95.04 $535,658 - $625,648	6,583 New	6,583 $563,000

181

3.84M

200

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

Stay updated on Personal Cfo Solutions, LLC with notifications on news.