Tucker Asset Management LLC SCHWAB VALUE ADVANTAGE M Transaction History

Tucker Asset Management LLC

  • $458 Billion
  • Q2 2024
Number of Shares
3,090,287
Previous 3,049,331 1.34%
Holding current value
$3.09 Billion
Previous $3.05 Billion 1.34%
% of portfolio
0.67%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
N/A
40,956 Added 1.34%
3,090,287 $3.09 Billion
Q1 2024

Aug 09, 2024
SELL
N/A
-2,086,641 Reduced 40.63%
3,049,331 $3.05 Billion
Q4 2023

Mar 04, 2024
SELL
N/A
-315,301 Reduced 5.78%
5,135,972 $5.14 Billion
Q3 2023

Dec 04, 2023
BUY
N/A
5,451,273 New
5,451,273 $5.45 Billion
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