Shanker Valleau Wealth Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

Shanker Valleau Wealth Advisors, Inc.

  • $294 Million
  • Q1 2025
Number of Shares
37,660
Previous 181,957 79.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
N/A
-144,297 Reduced 79.3%
37,660 $0
Q4 2024

Jan 06, 2025
BUY
N/A
181,957 New
181,957 $0
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