Boulder Wealth Advisors, LLC Purchases in Q3 2024

Boulder Wealth Advisors, LLC

  • $184 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
21.4K
+ 20.27%
$162.64 - $179.3 $3.48M - $3.84M
127K $22.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
86.4K
+ 209.48%
$50.61 - $50.96 $4.37M - $4.4M
128K $6.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.88K
+ 1.18%
$59.93 - $66.52 $352K - $391K
502K $33.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
34.6K
+ 30.58%
$50.32 - $50.75 $1.74M - $1.76M
148K $7.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
12.9K
+ 3.66%
$37.33 - $40.63 $482K - $524K
366K $14.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.7K
+ 0.98%
$113.45 - $126.18 $193K - $214K
174K $22M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
4.48K
+ 6.36%
$94.31 - $103.26 $422K - $463K
74.9K $7.69M
JCPB
J P Morgan Exchange Traded Fd

ETFs
223
+ 0.12%
$45.87 - $48.53 $10.2K - $10.8K
187K $9M
SPYG
Spdr Portfolio

ETFs
2.73K
+ 7.75%
$73.38 - $84.1 $200K - $230K
38K $3.15M
PANW
Palo Alto Networks Inc

Technology
627
New
$294.18 - $368.01 $184K - $231K
627 $214K
AAPL
Apple Inc.

Technology
86
+ 1.3%
$207.23 - $234.82 $17.8K - $20.2K
6.69K $1.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.08%
$405.19 - $478.57 $1.22K - $1.44K
3.67K $1.69M
META
Meta Platforms, Inc.

Communication Services
15
+ 2.15%
$453.41 - $572.44 $6.8K - $8.59K
713 $408K
AVGO
Broadcom Inc.

Technology
5.23K
+ 868.44%
$136.27 - $1745.86 $712K - $9.13M
5.83K $1.01M
MSFT
Microsoft Corp

Technology
25
+ 0.98%
$395.15 - $467.56 $9.88K - $11.7K
2.57K $1.11M
AMZN
Amazon Com Inc

Consumer Cyclical
135
+ 11.74%
$161.02 - $200.0 $21.7K - $27K
1.29K $239K
GOOG
Alphabet Inc.

Communication Services
210
+ 11.54%
$149.54 - $192.66 $31.4K - $40.5K
2.03K $339K
Activity Summary
Buys All Purchases 18 New Holdings 2 Increased Positions 16 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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