Cm Wealth Advisors LLC Reduced Holdings in Q3 2024

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-4.01K
- 28.99%
$98.91 - $134.91 $397K - $541K
9.82K $1.19M
IEFA
Ishares Tr

ETFs
-564
- 4.74%
$70.09 - $78.74 $39.5K - $44.4K
11.3K $884K
KEY
Keycorp

Financial Services
-250
- 1.61%
$13.95 - $17.34 $3.49K - $4.34K
15.3K $256K
PKOH
Park Ohio Holdings Corp

Industrials
-1K
- 0.85%
$22.87 - $31.22 $22.9K - $31.2K
117K $3.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26
- 0.06%
$475.2 - $527.7 $12.4K - $13.7K
45.2K $23.9M
Activity Summary
Buys All Purchases 35 New Holdings 10 Increased Positions 25 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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