Family Wealth Group, LLC Incresed Positions in Q2 2024

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
19
+ 1.32%
$182.0 - $209.51 $3.46K - $3.98K
1.46K $267K
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.4%
$237.3 - $254.02 $1.19K - $1.27K
1.25K $297K
IDXX
Idexx Laboratories Inc

Healthcare
7
+ 1.65%
$468.04 - $548.53 $3.28K - $3.84K
431 $209K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.11%
$109.44 - $118.4 $547 - $592
4.61K $522K
FERG
Ferguson PLC

Industrials
18
+ 1.3%
$190.98 - $223.85 $3.44K - $4.03K
1.4K $271K
SHOP
Shopify Inc.

Technology
302
+ 5.04%
$56.97 - $78.19 $17.2K - $23.6K
6.29K $415K
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 53 Reductions 43 Sold out 10 Options Calls 0 Puts 0
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