Segment Wealth Management, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Segment Wealth Management, LLC

  • $1.42 Billion
  • Q4 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 10, 2021
SELL
N/A
-13,330 Closed
0 $0
Q4 2020

Jan 27, 2021
BUY
N/A
946 Added 7.64%
13,330 $283,000
Q4 2019

Jan 23, 2020
SELL
N/A
-1,720 Reduced 12.2%
12,384 $263,000
Q3 2019

Oct 22, 2019
BUY
N/A
3,100 Added 28.17%
14,104 $300,000
Q1 2019

Apr 30, 2019
BUY
N/A
11,004 New
11,004 $231,000
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

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

News

Stay updated on Segment Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email