WEALTHSPIRE ADVISORS, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$2.27M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.08% | 40 shares | -147K | $47.76 | 47.52K |
| Q2 2022 | share | Increase | +0.08% | 37 shares | -359K | $50.9 | 47.48K |
| Q1 2022 | share | Increase | +2.21% | 1.02K shares | 55K | $58.5 | 47.44K |
| Q4 2021 | share | Decrease | -0.02% | -9 shares | 216K | $58.61 | 46.41K |
| Q3 2021 | share | Increase | 0.00% | 46.42K shares | 2.50M | $53.95 | 46.42K |
| Q2 2021 | share | Decrease | -100.00% | -46.69K shares | -2.41M | $54.47 | 0 |
| Q1 2021 | share | Increase | 0.00% | 46.69K shares | 2.41M | $51.22 | 46.69K |