Rise Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Rise Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$21.75 - $24.28 $16,486 - $18,404	-758 Reduced 53.76%	652 $14,000
Q4 2024 Jan 07, 2025	BUY	$22.4 - $68.28 $25,939 - $79,068	1,158 Added 459.52%	1,410 $32,000
Q3 2024 Oct 11, 2024	BUY	$61.11 - $67.85 $61 - $67	1 Added 0.4%	252 $17,000
Q1 2024 Apr 09, 2024	BUY	$55.41 - $62.08 $55 - $62	1 Added 0.4%	251 $15,000
Q4 2023 Jan 10, 2024	BUY	$48.47 - $56.6 $12,117 - $14,150	250 New	250 $14,000

1,634

1.14B

64.2K

12K

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