Titleist Asset Management, LLC SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY Transaction History

Titleist Asset Management, LLC

  • $694 Billion
  • Q3 2024
Number of Shares
1,747,997
Holding current value
$1.75 Billion
% of portfolio
0.25%

Shares

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

Nov 13, 2024
BUY
N/A
1,747,997 New
1,747,997 $1.75 Billion
Q1 2024

May 15, 2024
SELL
N/A
-1,195,339 Reduced 32.59%
2,472,086 $2.47 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
3,667,425 New
3,667,425 $3.67 Billion
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