Svb Wealth LLC Schwab Fundamental U S Large C Transaction History

Svb Wealth LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$55.41 - $59.9 $368,587 - $398,454	-6,652 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	$54.44 - $58.74 $16,767 - $18,091	-308 Reduced 4.43%	6,652 $390,000
Q3 2021 Nov 09, 2021	SELL	$52.82 - $56.3 $23,769 - $25,335	-450 Reduced 6.07%	6,960 $375,000
Q2 2021 Aug 13, 2021	BUY	$52.09 - $56.08 $13,908 - $14,973	267 Added 3.74%	7,410 $405,000
Q1 2021 May 11, 2021	BUY	$44.75 - $52.45 $319,649 - $374,650	7,143 New	7,143 $369,000

596

193M

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on Svb Wealth LLC with notifications on news.