Stage Harbor Financial, LLC Purchases in Q3 2024

Stage Harbor Financial, LLC

  • $110 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.1K
+ 613.07%
$520.18 - $576.82 $3.17M - $3.52M
7.1K $4.13B
Dimensional ETF Trust
33.2K
+ 9.36%
N/A
388K $12.1B
IVE
Ishares S&P 500 Value ETF

ETFs
3.79K
New
$181.06 - $197.17 $685K - $746K
3.79K $751M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6.15K
New
$97.05 - $106.1 $596K - $652K
6.15K $656M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.9K
New
$97.19 - $109.09 $379K - $425K
3.9K $419M
AMT
American Tower Corp

Real Estate
1.78K
New
$192.27 - $242.73 $342K - $432K
1.78K $390M
Morgan Stanley ETF Trust
7.61K
New
N/A
7.61K $389M
FNDX
Schwab Fundamental U S Large C

ETFs
120K
+ 196.46%
$65.36 - $71.76 $7.84M - $8.6M
181K $4.35B
ORCL
Oracle Corp

Technology
1.37K
New
$125.9 - $170.35 $172K - $233K
1.37K $240M
SPGI
S&P Global Inc.

Financial Services
407
New
$446.32 - $527.38 $182K - $215K
407 $212M
QQQ
Invesco Qqq Trust, Series 1

ETFs
428
New
$434.77 - $502.96 $186K - $215K
428 $211M
META
Meta Platforms, Inc.

Communication Services
22
+ 2.25%
$453.41 - $572.44 $9.98K - $12.6K
998 $589M
TSLA
Tesla, Inc.

Consumer Cyclical
212
+ 19.63%
$191.76 - $263.26 $40.7K - $55.8K
1.29K $281M
MA
Mastercard Inc

Financial Services
60
+ 10.31%
$429.6 - $500.99 $25.8K - $30.1K
642 $322M
NFLX
Netflix Inc

Communication Services
16
+ 4.85%
$598.55 - $722.26 $9.58K - $11.6K
346 $250M
ABEV
Ambev S.A.

Consumer Defensive
1.03K
+ 9.94%
$2.04 - $2.44 $2.09K - $2.5K
11.3K $26.2M
AMZN
Amazon Com Inc

Consumer Cyclical
102
+ 2.95%
$161.02 - $200.0 $16.4K - $20.4K
3.56K $673M
MSFT
Microsoft Corp

Technology
32
+ 1.28%
$395.15 - $467.56 $12.6K - $15K
2.53K $1.05B
Activity Summary
Buys All Purchases 19 New Holdings 9 Increased Positions 10 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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