Richardson Financial Services Inc. Vanguard Wellesley Income Admiral Transaction History

Richardson Financial Services Inc.

  • $142 Billion
  • Q4 2024
Number of Shares
6,272
Previous 12,194 48.56%
Holding current value
$376 Million
Previous $759 Million 50.41%
% of portfolio
0.26%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
N/A
-5,922 Reduced 48.56%
6,272 $376 Million
Q3 2024

Oct 24, 2024
BUY
N/A
6,097 Added 100.0%
12,194 $759 Million
Q1 2024

May 03, 2024
BUY
N/A
6,097 New
6,097 $372 Million
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