Tucker Asset Management LLC SCHWAB US TREASURY MONEY INVESTOR Transaction History

Tucker Asset Management LLC

  • $939 Billion
  • Q4 2024
Number of Shares
1,200,092
Previous 1,542,742 22.21%
Holding current value
$1.2 Billion
Previous $1.54 Billion 22.21%
% of portfolio
0.13%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
N/A
-342,650 Reduced 22.21%
1,200,092 $1.2 Billion
Q3 2024

Feb 03, 2025
SELL
N/A
-793,371 Reduced 33.96%
1,542,742 $1.54 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
441,901 Added 23.33%
2,336,113 $2.34 Billion
Q1 2024

Aug 09, 2024
BUY
N/A
1,137,305 Added 150.26%
1,894,212 $1.89 Billion
Q4 2023

Mar 04, 2024
BUY
N/A
13,072 Added 1.76%
756,907 $757 Million
Q3 2023

Dec 04, 2023
BUY
N/A
743,835 New
743,835 $744 Million
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