Sfmg, LLC SCHWAB CHARLES FAMILY FD Transaction History

Sfmg, LLC

  • $1.21 Billion
  • Q3 2024
Number of Shares
400,806
Previous 493,156 18.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 25, 2024
SELL
N/A
-92,350 Reduced 18.73%
400,806 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-225,247 Reduced 31.35%
493,156 $0
Q1 2024

May 07, 2024
SELL
N/A
-483,956 Reduced 40.25%
718,403 $0
Q4 2023

Jan 30, 2024
BUY
N/A
1,202,359 New
1,202,359 $0
Track This Portfolio

Track Sfmg, LLC Portfolio

Follow Sfmg, 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 Sfmg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sfmg, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email