Segment Wealth Management, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Segment Wealth Management, LLC

  • $1.41 Billion
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2019

Apr 30, 2019
SELL
N/A
-21,711 Closed
0 $0
Q4 2018

Jan 31, 2019
BUY
N/A
709 Added 3.38%
21,711 $513,000
Q3 2018

Nov 07, 2018
BUY
N/A
3,000 Added 16.66%
21,002 $510,000
Q2 2018

Jul 17, 2018
BUY
N/A
18,002 New
18,002 $435,000
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