Mc Clarren Financial Advisors, Inc. DIMENSIONAL ETF TRUST Transaction History

Mc Clarren Financial Advisors, Inc.

  • $795 Million
  • Q3 2024
Number of Shares
30
Previous 57 47.37%
Holding current value
$60,000
Previous $202,000 70.3%
% of portfolio
0.01%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
N/A
-27 Reduced 47.37%
30 $60,000
Q2 2024

Jul 26, 2024
SELL
N/A
-6,902 Reduced 99.18%
57 $202,000
Q1 2024

Jul 26, 2024
BUY
N/A
6,899 Added 11498.33%
6,959 $209,000
Q1 2024

May 03, 2024
SELL
N/A
-10,929 Reduced 99.45%
60 $209,000
Q4 2023

Feb 02, 2024
BUY
N/A
4,077 Added 58.98%
10,989 $368,000
Q3 2023

Nov 03, 2023
BUY
N/A
24 Added 0.35%
6,912 $171,000
Q2 2023

Aug 04, 2023
SELL
N/A
-6,716 Reduced 49.37%
6,888 $0
Q1 2023

May 05, 2023
BUY
N/A
13,604 New
13,604 $333,000
Track This Portfolio

Track Mc Clarren Financial Advisors, Inc. Portfolio

Follow Mc Clarren Financial Advisors, Inc. 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 Mc Clarren Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Clarren Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email