Tria Gen Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Tria Gen Wealth Management LLC

  • $273 Million
  • Q3 2024
Number of Shares
37,422
Previous 21,607 73.19%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024
BUY
N/A
15,815 Added 73.19%
37,422 $0
Q2 2024

Jul 18, 2024
BUY
N/A
6,861 Added 46.53%
21,607 $0
Q1 2024

Apr 23, 2024
BUY
N/A
9,831 Added 200.02%
14,746 $0
Q4 2023

Jan 22, 2024
BUY
N/A
4,915 New
4,915 $0
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