Tucker Asset Management LLC SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES Transaction History

Tucker Asset Management LLC

  • $939 Billion
  • Q4 2024
Number of Shares
15,992,448
Previous 16,162,618 1.05%
Holding current value
$16 Billion
Previous $16.2 Billion 1.05%
% of portfolio
1.7%
Previous 3.73%

Shares

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

Feb 12, 2025
SELL
N/A
-170,170 Reduced 1.05%
15,992,448 $16 Billion
Q3 2024

Feb 03, 2025
BUY
N/A
3,358,225 Added 26.23%
16,162,618 $16.2 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
3,263,691 Added 34.21%
12,804,393 $12.8 Billion
Q1 2024

Aug 09, 2024
SELL
N/A
-410,372 Reduced 4.12%
9,540,702 $9.54 Billion
Q4 2023

Mar 04, 2024
BUY
N/A
6,919,698 Added 228.27%
9,951,074 $9.95 Billion
Q3 2023

Dec 04, 2023
BUY
N/A
3,031,376 New
3,031,376 $3.03 Billion
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