Partnership Wealth Management, LLC SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY Transaction History

Partnership Wealth Management, LLC

1,867,629

Previous 1,850,949 0.9%

$1.87 Billion

Previous $1.85 Billion 0.9%

1.55%

Previous 1.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	BUY	N/A	16,680 Added 0.9%	1,867,629 $1.87 Billion
Q3 2024 Oct 08, 2024	BUY	N/A	14,724 Added 0.8%	1,850,949 $1.85 Billion
Q2 2024 Jul 03, 2024	BUY	N/A	809,619 Added 78.86%	1,836,225 $1.84 Billion
Q1 2024 Apr 10, 2024	BUY	N/A	5,473 Added 0.54%	1,026,606 $1.03 Billion
Q4 2023 Feb 07, 2024	BUY	N/A	1,021,133 New	1,021,133 $1.02 Billion

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