Eisner Amper Wealth Management Corporate Benefits, LLC Incresed Positions in Q4 2023

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
362K
+ 339.42%
$91.67 - $99.66 $33.2M - $36.1M
469K $46.5M
VIG
Vanguard Dividend Appreciation

ETFs
89.1K
+ 293.35%
$150.16 - $171.16 $13.4M - $15.3M
120K $20.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
14.1K
+ 569.83%
$102.12 - $107.97 $1.44M - $1.52M
16.5K $1.78M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.13K
+ 73.18%
$49.45 - $53.02 $303K - $325K
14.5K $766K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.52K
+ 58.02%
$80.62 - $82.04 $122K - $125K
4.14K $339K
QLD
Proshares Ultra Qqq

ETFs
1
+ 0.02%
$54.15 - $76.8 $54.2 - $76.8
4.29K $326K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.13%
$70.08 - $83.37 $350 - $417
3.75K $311K
Activity Summary
Buys All Purchases 22 New Holdings 15 Increased Positions 7 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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