Comprehensive Wealth Management, LLC Reduced Holdings in Q3 2024

Comprehensive Wealth Management, LLC

  • $151 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UTES
Virtus Reaves Utilities ETF
-720
- 5.12%
N/A
13.3K $0
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-596
- 5.39%
$37.42 - $44.1 $22.3K - $26.3K
10.5K $453K
EMLP
First Tr Exchange Traded Iv

ETFs
-127K
- 9.24%
$30.38 - $34.0 $3.84M - $4.3M
1.24M $41.8M
RING
Ishares Inc Msci Global Gold M

ETFs
-1.93K
- 7.4%
$27.51 - $34.67 $53.1K - $67K
24.2K $797K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-14.8K
- 1.05%
$27.8 - $29.26 $411K - $433K
1.39M $40.4M
Activity Summary
Buys All Purchases 25 New Holdings 1 Increased Positions 24 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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