Td Private Client Wealth LLC SITIO ROYALTIES CORP NEW COM CL A Transaction History

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025
Number of Shares
47,098
Previous 39,293 19.86%
Holding current value
$936 Million
Previous $754 Million 24.18%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Apr 29, 2025
BUY
N/A
7,805 Added 19.86%
47,098 $936 Million
Q4 2024

Feb 11, 2025
BUY
N/A
39,293 New
39,293 $754 Million
Q1 2024

Aug 16, 2024
SELL
N/A
-615 Closed
0 $0
Q4 2023

Aug 16, 2024
SELL
N/A
-18,675 Reduced 96.81%
615 $14.5 Million
Q3 2023

Aug 16, 2024
SELL
N/A
-4,715 Reduced 19.64%
19,290 $467 Million
Q2 2023

Aug 16, 2024
BUY
N/A
3,520 Added 17.18%
24,005 $631 Million
Q1 2023

Aug 16, 2024
SELL
N/A
-2,569 Reduced 11.14%
20,485 $463 Million
Q4 2022

Aug 16, 2024
BUY
N/A
23,054 New
23,054 $665 Million
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