Wp Wealth LLP New Holdings in Q3 2024

Wp Wealth LLP

  • $482 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.39K
New
$405.19 - $478.57 $3.8M - $4.49M
9.39K $4.32B
Innovator Etfs Trust
38.6K
New
N/A
38.6K $987M
PAUG
Innovator U.S. Equity Power Bu

ETFs
19.2K
New
$35.57 - $37.86 $684K - $728K
19.2K $728M
DFSU
Dimensional ETF Tr Dimen Us Su
19K
New
N/A
19K $708M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
20.1K
New
$33.02 - $35.03 $665K - $705K
20.1K $705M
Innovator Etfs Trust
20.9K
New
N/A
20.9K $605M
DFSB
Dimensional ETF Tr Dimensional
9.56K
New
N/A
9.56K $508M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.58K
New
$59.25 - $65.33 $449K - $495K
7.58K $492M
GOOGL
Alphabet Inc.

Communication Services
2.78K
New
$148.65 - $191.18 $413K - $531K
2.78K $460M
LMT
Lockheed Martin Corp

Industrials
786
New
$460.3 - $584.56 $362K - $459K
786 $460M
DFIS
Dimensional ETF Tr Dimensional

ETFs
15.4K
New
$24.06 - $26.97 $371K - $416K
15.4K $414M
DFSI
Dimensional ETF Tr Dimen Intl
11.1K
New
N/A
11.1K $396M
VZ
Verizon Communications Inc

Communication Services
8.39K
New
$38.89 - $45.0 $326K - $378K
8.39K $377M
SHEL
Shell PLC

Energy
5.01K
New
$65.65 - $73.28 $329K - $367K
5.01K $331M
Innovator Etfs Trust
11.7K
New
N/A
11.7K $290M
TXN
Texas Instruments Inc

Technology
1.33K
New
$194.6 - $194.6 $259K - $259K
1.33K $275M
AXON
Axon Enterprise, Inc.

Industrials
610
New
$286.16 - $399.6 $175K - $244K
610 $244M
META
Meta Platforms, Inc.

Communication Services
416
New
$453.41 - $572.44 $189K - $238K
416 $238M
CAT
Caterpillar Inc

Industrials
560
New
$316.8 - $391.12 $177K - $219K
560 $219M
TRGP
Targa Resources Corp.

Energy
1.47K
New
$127.86 - $156.46 $188K - $230K
1.47K $218M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
383
New
$475.2 - $527.7 $182K - $202K
383 $202M
Activity Summary
Buys All Purchases 57 New Holdings 22 Increased Positions 35 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wp Wealth LLP Portfolio

Follow Wp Wealth LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wp Wealth LLP, based on Form 13F filings with the SEC.

News

Stay updated on Wp Wealth LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email