Wealthsource Partners, LLC Schwab Strategic Tr Us Emergin Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 12, 2021
SELL
$26.72 - $30.68 $287,774 - $330,423
-10,770 Closed
0 $0
Q3 2020

Nov 16, 2020
SELL
$24.69 - $27.71 $19,554 - $21,946
-792 Reduced 6.85%
10,770 $0
Q2 2020

Aug 17, 2020
SELL
$19.87 - $25.05 $547,040 - $689,651
-27,531 Reduced 70.42%
11,562 $282,000
Q1 2020

May 12, 2020
BUY
$18.68 - $28.22 $3,175 - $4,797
170 Added 0.44%
39,093 $809,000
Q4 2019

Feb 12, 2020
SELL
$24.83 - $27.51 $1.94 Million - $2.15 Million
-78,178 Reduced 66.76%
38,923 $1.07 Million
Q3 2019

Nov 15, 2019
SELL
$25.08 - $25.94 $711,293 - $735,684
-28,361 Reduced 19.5%
117,101 $2.94 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-65,113 Reduced 30.92%
145,462 $3.82 Million
Q1 2019

May 16, 2019
BUY
N/A
10,346 Added 5.17%
210,575 $5.48 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-65,953 Reduced 24.78%
200,229 $4.71 Million
Q3 2018

Nov 13, 2018
BUY
N/A
10,535 Added 4.12%
266,182 $6.84 Million
Q2 2018

Aug 14, 2018
BUY
N/A
78,754 Added 44.52%
255,647 $6.62 Million
Q1 2018

Apr 16, 2018
BUY
N/A
125,974 Added 247.4%
176,893 $5.08 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-39,492 Reduced 43.68%
50,919 $1.22 Million
Q4 2017

Feb 16, 2018
BUY
N/A
42,303 Added 87.93%
90,411 $2.53 Million
Q3 2017

Nov 20, 2017
BUY
N/A
1,469 Added 3.15%
48,108 $1.3 Million
Q2 2017

Aug 16, 2017
BUY
N/A
46,639
46,639 $1.16 Million

Others Institutions Holding SCHE

# of Institutions
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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