Twelve Points Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History

Twelve Points Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$71.45 - $75.64 $6,073 - $6,429	-85 Reduced 1.4%	5,973 $448,000
Q2 2024 Jul 12, 2024	SELL	$70.55 - $72.66 $16,014 - $16,493	-227 Reduced 3.61%	6,058 $436,000
Q1 2024 Apr 15, 2024	SELL	$71.76 - $73.66 $54,465 - $55,907	-759 Reduced 10.78%	6,285 $456,000
Q4 2023 Jan 12, 2024	SELL	$68.04 - $73.9 $1.07 Million - $1.16 Million	-15,739 Reduced 69.08%	7,044 $518,000
Q3 2023 Oct 18, 2023	BUY	$69.63 - $72.91 $1.59 Million - $1.66 Million	22,783 New	22,783 $1.59 Million

1,594

949M

379K

101K

Get notified when there are updates to the investment portfolio of Twelve Points Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Twelve Points Wealth Management LLC with notifications on news.