Tsa Wealth Managment LLC Purchases in Q3 2024

Tsa Wealth Managment LLC

  • $248 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
96.5K
+ 93.02%
$51.72 - $57.96 $4.99M - $5.59M
200K $11.5B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
93.1K
+ 18.03%
$45.2 - $47.87 $4.21M - $4.45M
609K $28.9B
Blackrock ETF Trust Ii
33K
+ 42.19%
N/A
111K $5.95B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
21.7K
+ 23.99%
$56.04 - $62.99 $1.22M - $1.37M
112K $6.86B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
239
+ 0.08%
$44.24 - $49.47 $10.6K - $11.8K
285K $14.1B
Kodiak Gas Svcs Inc
20K
+ 30.93%
N/A
84.6K $2.45B
IEV
Ishares Tr Europe ETF

ETFs
11.1K
+ 165.65%
$53.25 - $58.78 $589K - $650K
17.7K $1.03B
MUB
Ishares National Muni Bond ETF

ETFs
5.44K
+ 53.1%
$106.13 - $108.7 $577K - $591K
15.7K $1.7B
OEF
Ishares S&P 100 ETF

ETFs
672
+ 1.98%
$266.03 - $266.03 $179K - $179K
34.7K $9.6B
KO
Coca Cola CO

Consumer Defensive
300
+ 0.44%
$62.69 - $73.01 $18.8K - $21.9K
69.1K $4.96B
SCMB
Schwab Strategic Tr Mun Bd ETF
7.37K
+ 106.71%
N/A
14.3K $750M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.74K
+ 9.1%
$43.99 - $46.63 $208K - $221K
56.8K $2.64B
EMGF
Ishares Msci Emerging Markets

ETFs
4.53K
+ 49.25%
$44.02 - $50.58 $200K - $229K
13.7K $684M
MMM
3 M CO

Industrials
1.83K
New
$99.69 - $139.42 $182K - $255K
1.83K $250M
SUB
Ishares Short Term National Mu

ETFs
2.31K
New
$104.3 - $106.3 $241K - $246K
2.31K $246M
AFL
Aflac Inc

Financial Services
2.03K
New
$88.52 - $111.8 $179K - $227K
2.03K $227M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.24K
+ 13.7%
$100.75 - $111.62 $125K - $138K
10.3K $1.12B
NVDA
Nvidia Corp

Technology
1.64K
+ 34.33%
$98.91 - $134.91 $162K - $221K
6.41K $778M
TSLA
Tesla, Inc.

Consumer Cyclical
345
+ 23.36%
$191.76 - $263.26 $66.2K - $90.8K
1.82K $477M
AAPL
Apple Inc.

Technology
286
+ 5.74%
$207.23 - $234.82 $59.3K - $67.2K
5.27K $1.23B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
713
+ 4.72%
$96.25 - $101.98 $68.6K - $72.7K
15.8K $1.6B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.45K
+ 3.41%
$26.43 - $29.86 $38.3K - $43.3K
44.1K $1.3B
EMB
Ishares Tr

ETFs
222
+ 1.09%
$87.75 - $93.74 $19.5K - $20.8K
20.6K $1.93B
ICVT
Ishares Tr Convertible Bond Et

ETFs
291
+ 1.55%
$77.24 - $83.67 $22.5K - $24.3K
19.1K $1.59B
IWB
Ishares Tr Russell 1000 ETF

ETFs
129
+ 3.76%
$283.28 - $314.39 $36.5K - $40.6K
3.56K $1.12B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.46K
+ 2.03%
$22.38 - $23.66 $32.6K - $34.4K
73.1K $1.71B
META
Meta Platforms, Inc.

Communication Services
93
+ 15.27%
$453.41 - $572.44 $42.2K - $53.2K
702 $402M
MSFT
Microsoft Corp

Technology
242
+ 13.13%
$395.15 - $467.56 $95.6K - $113K
2.09K $897M
IGM
Ishares Expanded Tech Sector E

ETFs
618
+ 23.49%
$84.03 - $98.62 $51.9K - $60.9K
3.25K $312M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 13.94%
$405.19 - $478.57 $28.4K - $33.5K
572 $263M
Linde PLC
50
+ 6.95%
N/A
769 $367M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
147
+ 1.72%
$74.26 - $78.84 $10.9K - $11.6K
8.69K $681M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1
+ 0.01%
$36.02 - $41.68 $36 - $41.7
9.65K $398M
XOM
Exxon Mobil Corp

Energy
210
+ 11.31%
$109.72 - $119.0 $23K - $25K
2.07K $242M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5
+ 0.12%
$49.82 - $52.8 $249 - $264
4.2K $221M
GOOGL
Alphabet Inc.

Communication Services
162
+ 12.13%
$148.65 - $191.18 $24.1K - $31K
1.5K $248M
AMZN
Amazon Com Inc

Consumer Cyclical
22
+ 1.07%
$161.02 - $200.0 $3.54K - $4.4K
2.08K $387M
Activity Summary
Buys All Purchases 38 New Holdings 3 Increased Positions 35 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 1 Puts 0
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