BAKER TILLY WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$1.68M
portfolio value
BAKER TILLY WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -3.78% | -1.57K shares | -158K | $41.99 | 40.14K |
Q2 2022 | share | Increase | 0.00% | 41.72K shares | 1.84M | $44.19 | 41.72K |