Syntegra Private Wealth Group, LLC Purchases in Q3 2024

Syntegra Private Wealth Group, LLC

  • $866 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMEE
J P Morgan Exchange Traded Fd

ETFs
801K
New
$55.81 - $61.01 $44.7M - $48.8M
801K $48.8B
SPYG
Spdr Portfolio

ETFs
176K
+ 15.76%
$73.38 - $84.1 $12.9M - $14.8M
1.29M $107B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
24.5K
+ 4.19%
$151.63 - $169.74 $3.72M - $4.17M
610K $103B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
115K
+ 8.29%
$63.28 - $70.06 $7.29M - $8.07M
1.5M $105B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
29.9K
+ 4.49%
$94.31 - $103.26 $2.82M - $3.09M
697K $71.5B
JPIE
J P Morgan Exchange Traded Fd
126K
+ 16.58%
$45.17 - $46.39 $5.67M - $5.83M
883K $41B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
28.5K
+ 17.18%
$178.94 - $207.0 $5.1M - $5.9M
194K $39B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
97K
+ 14.98%
$50.52 - $50.95 $4.9M - $4.94M
744K $37.9B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
69.3K
+ 4.29%
$29.08 - $31.84 $2.01M - $2.21M
1.69M $53.3B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
136K
+ 55.49%
$25.38 - $26.27 $3.45M - $3.57M
381K $10B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.17K
+ 2.04%
$83.76 - $91.82 $349K - $383K
208K $19B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
30.8K
+ 3.92%
$23.04 - $24.06 $710K - $741K
816K $19.6B
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
18.7K
+ 109.42%
$23.89 - $24.58 $447K - $460K
35.9K $881M
Innovator Etfs Trust
17.1K
New
N/A
17.1K $462M
VZ
Verizon Communications Inc

Communication Services
10K
New
$38.89 - $45.0 $391K - $452K
10K $451M
T
At&T Inc.

Communication Services
17.2K
+ 107.81%
$18.21 - $22.28 $313K - $383K
33.2K $729M
EFV
Msci Eafe Value ETF

ETFs
6.7K
New
$51.72 - $57.96 $347K - $389K
6.7K $386M
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.06%
$163.84 - $199.33 $1.31K - $1.59K
14.4K $2.84B
HUBG
Hub Group, Inc.

Industrials
6.9K
New
$41.27 - $47.13 $285K - $325K
6.9K $314M
WMT
Walmart Inc.

Consumer Defensive
381
+ 1.85%
$66.91 - $81.4 $25.5K - $31K
21K $1.7B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.88K
New
$41.02 - $46.01 $241K - $271K
5.88K $268M
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 3.1%
$333.64 - $405.2 $34K - $41.3K
3.39K $1.37B
Te Connectivity PLC
1.55K
New
N/A
1.55K $234M
UNH
Unitedhealth Group Inc

Healthcare
45
+ 1.64%
$488.01 - $604.18 $22K - $27.2K
2.79K $1.63B
PSN
Parsons Corp

Industrials
2.16K
New
$76.52 - $103.68 $165K - $224K
2.16K $224M
SBUX
Starbucks Corp

Consumer Cyclical
2.26K
New
$72.51 - $98.6 $164K - $223K
2.26K $220M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
4.71K
+ 8.64%
$29.59 - $31.63 $139K - $149K
59.2K $1.87B
ADP
Automatic Data Processing Inc

Industrials
744
New
$233.44 - $279.45 $174K - $208K
744 $206M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.95K
+ 35.11%
$24.78 - $25.11 $197K - $200K
30.6K $767M
Blackrock ETF Trust Ii
3.68K
+ 82.92%
N/A
8.12K $435M
V
Visa Inc.

Financial Services
208
+ 2.02%
$253.74 - $291.56 $52.8K - $60.6K
10.5K $2.89B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.05K
+ 24.02%
$44.83 - $47.42 $137K - $145K
15.8K $742M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 0.75%
$405.19 - $478.57 $8.1K - $9.57K
2.68K $1.23B
IT
Gartner Inc

Technology
5
+ 0.22%
$441.32 - $516.47 $2.21K - $2.58K
2.26K $1.15B
IBDV
Ishares Tr

Technology
5.21K
+ 27.72%
$21.11 - $22.24 $110K - $116K
24K $532M
VTV
Vanguard Value ETF

ETFs
458
+ 14.25%
$159.75 - $174.57 $73.2K - $80K
3.67K $641M
AVGO
Broadcom Inc.

Technology
8.72K
+ 894.05%
$136.27 - $1745.86 $1.19M - $15.2M
9.69K $1.67B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
576
+ 14.52%
$113.45 - $126.18 $65.3K - $72.7K
4.54K $573M
KRMA
Global X Fds Global X Consciou

ETFs
1.95K
+ 18.97%
$35.21 - $39.14 $68.6K - $76.2K
12.2K $478M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.15K
+ 30.39%
$20.12 - $21.28 $63.3K - $66.9K
13.5K $286M
JPM
Jpmorgan Chase & CO

Financial Services
120
+ 2.08%
$194.9 - $224.8 $23.4K - $27K
5.89K $1.24B
NEE
Nextera Energy Inc

Utilities
103
+ 2.16%
$69.9 - $84.97 $7.2K - $8.75K
4.87K $412M
UNP
Union Pacific Corp

Industrials
69
+ 2.54%
$221.78 - $256.09 $15.3K - $17.7K
2.79K $687M
JNJ
Johnson & Johnson

Healthcare
236
+ 13.21%
$145.48 - $167.38 $34.3K - $39.5K
2.02K $328M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8
+ 0.04%
$54.98 - $59.51 $440 - $476
18.2K $1.09B
ORCL
Oracle Corp

Technology
40
+ 2.59%
$125.9 - $170.35 $5.04K - $6.81K
1.58K $270M
AMD
Advanced Micro Devices Inc

Technology
223
+ 4.8%
$128.67 - $183.96 $28.7K - $41K
4.87K $799M
SRE
Sempra Energy

Utilities
7
+ 0.13%
$74.97 - $84.04 $525 - $588
5.39K $451M
SOXX
Ishares Semiconductor ETF

ETFs
255
+ 22.91%
$199.29 - $265.49 $50.8K - $67.7K
1.37K $315M
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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