Client 1 St Advisory Group, LLC DIMENSIONAL ETF TRUST Transaction History

Client 1 St Advisory Group, LLC

  • $256 Million
  • Q4 2024
Number of Shares
41,317
Previous 54,335 23.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 16, 2025
SELL
N/A
-13,018 Reduced 23.96%
41,317 $0
Q2 2024

Aug 08, 2024
BUY
N/A
1,483 Added 2.81%
54,335 $0
Q1 2024

May 09, 2024
BUY
N/A
4,325 Added 8.91%
52,852 $0
Q4 2023

Feb 13, 2024
BUY
N/A
16,849 Added 53.19%
48,527 $0
Q3 2023

Nov 14, 2023
BUY
N/A
21,100 Added 199.47%
31,678 $0
Q2 2023

Aug 14, 2023
BUY
N/A
10,578 New
10,578 $0
Track This Portfolio

Track Client 1 St Advisory Group, LLC Portfolio

Follow Client 1 St Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Client 1 St Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Client 1 St Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email