Svb Wealth LLC Schwab Strategic Tr Us Emergin Transaction History

Svb Wealth LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$25.61 - $30.82 $182,496 - $219,623	-7,126 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	$28.68 - $31.96 $29,224 - $32,567	-1,019 Reduced 12.51%	7,126 $211,000
Q3 2021 Nov 09, 2021	SELL	$29.81 - $32.7 $30,286 - $33,223	-1,016 Reduced 11.09%	8,145 $248,000
Q2 2021 Aug 13, 2021	BUY	$31.06 - $33.61 $12,672 - $13,712	408 Added 4.66%	9,161 $301,000
Q1 2021 May 11, 2021	BUY	$30.78 - $34.63 $269,417 - $303,116	8,753 New	8,753 $278,000

770

236M

13.7K

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.