Acima Private Wealth, LLC Sells in Q2 2024

Acima Private Wealth, LLC

  • $272 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
-72K
- 26.3%
$46.66 - $47.43 $3.36M - $3.41M
202K $9.5B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-16.7K
- 7.94%
$98.05 - $107.78 $1.64M - $1.8M
194K $20.7B
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
-7.5K
- 57.95%
$64.51 - $76.98 $484K - $577K
5.44K $372M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.81K
- 12.77%
$49.92 - $50.63 $240K - $243K
32.8K $1.65B
PEP
Pepsico Inc

Consumer Defensive
-1K
- 13.88%
$163.33 - $183.11 $163K - $183K
6.21K $1.02B
INTC
Intel Corp

Technology
-100
- 0.61%
$29.85 - $44.52 $2.99K - $4.45K
16.3K $504M
IWD
Ishares Russell 1000 Val ETF

ETFs
-978
- 35.94%
$169.4 - $179.05 $166K - $175K
1.74K $304M
PG
Procter & Gamble CO

Consumer Defensive
-1.13K
- 14.01%
$155.33 - $168.56 $175K - $190K
6.91K $1.14B
MCHI
Ishares Msci China ETF

ETFs
-6.35K
- 13.58%
$38.97 - $47.44 $247K - $301K
40.4K $1.7B
IEFA
Ishares Tr

ETFs
-286
- 0.44%
$70.77 - $76.19 $20.2K - $21.8K
64.8K $4.7B
COP
Conocophillips

Energy
-200
- 3.67%
$109.39 - $133.52 $21.9K - $26.7K
5.25K $600M
UNP
Union Pacific Corp

Industrials
-261
- 18.21%
$221.38 - $247.4 $57.8K - $64.6K
1.17K $265M
ABT
Abbott Laboratories

Healthcare
-220
- 3.93%
$100.73 - $112.44 $22.2K - $24.7K
5.38K $559M
V
Visa Inc.

Financial Services
-13
- 0.33%
$262.47 - $281.5 $3.41K - $3.66K
3.9K $1.02B
NEE
Nextera Energy Inc

Utilities
-929
- 36.85%
$61.7 - $80.02 $57.3K - $74.3K
1.59K $113M
COF
Capital One Financial Corp

Financial Services
-301
- 75.06%
$133.7 - $148.87 $40.2K - $44.8K
100 $13.8M
PFE
Pfizer Inc

Healthcare
-1.19K
- 7.58%
$25.26 - $29.6 $30.1K - $35.3K
14.5K $407M
XOM
Exxon Mobil Corp

Energy
-100
- 1.93%
$108.36 - $122.2 $10.8K - $12.2K
5.09K $586M
VIG
Vanguard Dividend Appreciation

ETFs
-67
- 0.65%
$173.33 - $185.29 $11.6K - $12.4K
10.2K $1.87B
LLY
Eli Lilly & CO

Healthcare
-69
- 16.2%
$724.87 - $909.04 $50K - $62.7K
357 $323M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-90
- 4.02%
$70.55 - $72.66 $6.35K - $6.54K
2.15K $155M
VTI
Vanguard Total Stock Market Et

ETFs
-12
- 0.06%
$245.23 - $269.4 $2.94K - $3.23K
21.2K $5.67B
MSFT
Microsoft Corp

Technology
-49
- 0.66%
$389.33 - $452.85 $19.1K - $22.2K
7.36K $3.29B
IVV
Ishares Core S&P 500 ETF

ETFs
-115
- 0.3%
$497.53 - $549.64 $57.2K - $63.2K
38.7K $21.2B
AAPL
Apple Inc.

Technology
-3.46K
- 8.46%
$165.0 - $216.67 $570K - $749K
37.4K $7.88B
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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