Brandywine Oak Private Wealth LLC First Trust Multi Asset Divers Transaction History

Brandywine Oak Private Wealth LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 16, 2020	SELL	$13.24 - $14.56 $192,536 - $211,731	-14,542 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$10.84 - $15.75 $8,064 - $11,718	744 Added 5.39%	14,542 $199,000
Q1 2020 May 06, 2020	BUY	$9.69 - $19.03 $26,889 - $52,808	2,775 Added 25.17%	13,798 $161,000
Q2 2019 Jul 22, 2019	BUY	$18.11 - $18.75 $760 - $787	42 Added 0.38%	11,023 $203,000
Q1 2019 May 09, 2019	BUY	$16.92 - $18.47 $17,512 - $19,116	1,035 Added 10.41%	10,981 $201,000
Q4 2018 Feb 14, 2019	BUY	$16.21 - $18.57 $161,224 - $184,697	9,946 New	9,946 $167,000

102

9.55M

Get notified when there are updates to the investment portfolio of Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.