Tucker Asset Management LLC SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES Transaction History

Tucker Asset Management LLC

  • $939 Billion
  • Q4 2024
Number of Shares
2,867,156
Previous 2,827,864 1.39%
Holding current value
$2.87 Billion
Previous $2.83 Billion 1.39%
% of portfolio
0.31%
Previous 0.65%

Shares

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

Feb 12, 2025
BUY
N/A
39,292 Added 1.39%
2,867,156 $2.87 Billion
Q3 2024

Feb 03, 2025
SELL
N/A
-262,423 Reduced 8.49%
2,827,864 $2.83 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
40,956 Added 1.34%
3,090,287 $3.09 Billion
Q1 2024

Aug 09, 2024
SELL
N/A
-2,086,641 Reduced 40.63%
3,049,331 $3.05 Billion
Q4 2023

Mar 04, 2024
SELL
N/A
-315,301 Reduced 5.78%
5,135,972 $5.14 Billion
Q3 2023

Dec 04, 2023
BUY
N/A
5,451,273 New
5,451,273 $5.45 Billion
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