201 Mission Street 12th floor,
San Francisco, California 94105
United States
(415) 813-5066
www.devoeandcompany.com
info@devoe-co.com
| ID | Date | Client | Buy/Sell | Target | Sector | Value |
|---|---|---|---|---|---|---|
| 214543 | 2024-09-03 | Benchmark | Sell | Benchmark | Financial Services | - |
| 208519 | 2024-04-02 | Wacker Wealth Partners | Sell | Wacker Wealth Partners | Financial Services | - |
| 191242 | 2022-11-29 | Sage Financial Group | Sell | Sage Financial Group | Financial Services | - |
| 188908 | 2022-10-04 | Goldstein Munger | Sell | Goldstein Munger | Business Services | - |
| 176871 | 2022-01-04 | Mindful Money | Sell | Mindful Money | Financial Services | - |
| 139745 | 2019-12-03 | Adam Financial Associates, Inc. (AFA) | Sell | Adam Financial Associates, Inc. (AFA) | Financial Services | - |
| 128937 | 2019-01-03 | Dragon Financial Group | Sell | Dragon Financial Group | Financial Services | - |
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