WEALTHSPIRE ADVISORS, LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$847,000
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.90% | 1.86K shares | 75K | $48.26 | 17.55K |
| Q2 2022 | share | Increase | 0.00% | 15.68K shares | 772K | $49.19 | 15.68K |