Segment Wealth Management, LLC ISHARES TR Transaction History

Segment Wealth Management, LLC

  • $1.42 Billion
  • Q4 2024

Shares

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

May 10, 2021
SELL
N/A
-8,700 Closed
0 $0
Q4 2020

Jan 27, 2021
SELL
N/A
-2,485 Reduced 22.22%
8,700 $217,000
Q3 2020

Oct 27, 2020
BUY
N/A
785 Added 7.55%
11,185 $280,000
Q2 2020

Jul 15, 2020
BUY
N/A
10,400 New
10,400 $262,000
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