9258 Wealth Management, LLC quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, 9258 Wealth Management, LLC opened 1 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY (+$46,956); the largest decrease was ADVENT CONV & INCOME FD RT EXP 101724 (+$1,185).
- SCHWAB CHARLES FAMILY FD AMT TAX FREE MNY: Country of operation —; Class Money Market Fund; Shares 2024-06-30 3,742,729; Shares 2024-09-30 3,789,685.
Two Form 13F-HR filings compared (SEC CIK 1766506): 2024-06-30 (filed 2024-08-02) and 2024-09-30 (filed 2024-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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