Wms Partners, LLC SCHWAB CHARLES FAMILY FD Transaction History

Wms Partners, LLC

  • $1.74 Billion
  • Q4 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
N/A
762,188 Added 2.06%
37,690,165 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-4,459,797 Reduced 10.78%
36,927,977 $0
Q1 2024

May 15, 2024
SELL
N/A
-6,752,144 Reduced 14.03%
41,387,774 $0
Q4 2023

Feb 12, 2024
BUY
N/A
3,894,721 Added 8.8%
48,139,918 $0
Q3 2023

Nov 09, 2023
BUY
N/A
21,318,447 Added 92.99%
44,245,197 $0
Q2 2023

Aug 14, 2023
BUY
N/A
22,926,750 New
22,926,750 $0
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