Mn Wealth Advisors, LLC Purchases in Q3 2024

Mn Wealth Advisors, LLC

  • $176 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
23.2K
+ 8.44%
$93.22 - $103.58 $2.16M - $2.4M
298K $30.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27.5K
+ 492.93%
$96.25 - $101.98 $2.65M - $2.8M
33.1K $3.35B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
32.4K
+ 38.62%
$58.75 - $64.07 $1.9M - $2.08M
116K $7.46B
Jpmorgan Global Select Equity ETF Global Select Equity ETF
24.2K
+ 20.28%
N/A
143K $8.98B
AVUV
American Centy ETF Tr Avantis

ETFs
9.77K
+ 69.43%
$88.24 - $99.7 $862K - $974K
23.8K $2.29B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10K
+ 220.78%
$100.3 - $100.74 $1.01M - $1.01M
14.6K $1.47B
CPB
Campbell Soup CO

Consumer Defensive
19.2K
New
$45.01 - $51.89 $865K - $998K
19.2K $940M
JGRO
J P Morgan Exchange Traded Fd
8.38K
+ 10.35%
N/A
89.3K $6.87B
JEPI
J P Morgan Exchange Traded Fd

ETFs
12K
+ 264.41%
$54.98 - $59.51 $660K - $714K
16.5K $985M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.2K
+ 15.39%
$100.75 - $111.62 $423K - $468K
31.5K $3.44B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.38K
+ 18.6%
$60.84 - $67.51 $266K - $295K
27.9K $1.88B
AVUS
American Centy ETF Tr Avantis

ETFs
850
+ 1.67%
$86.27 - $95.15 $73.3K - $80.9K
51.8K $4.93B
JPIE
J P Morgan Exchange Traded Fd
5.13K
+ 6.99%
$45.17 - $46.39 $232K - $238K
78.6K $3.64B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
873
+ 1.3%
$60.25 - $66.85 $52.6K - $58.4K
68.1K $4.49B
DELL
Dell Technologies Inc.

Technology
2.16K
New
$87.89 - $145.97 $190K - $315K
2.16K $256M
GLD
Spdr Gold Trust

ETFs
1.01K
New
$215.56 - $246.98 $217K - $248K
1.01K $245M
CAT
Caterpillar Inc

Industrials
524
New
$316.8 - $391.12 $166K - $205K
524 $205M
AMD
Advanced Micro Devices Inc

Technology
1.23K
New
$128.67 - $183.96 $159K - $227K
1.23K $202M
ENPH
Enphase Energy, Inc.

Technology
966
+ 18.17%
$95.77 - $123.65 $92.5K - $119K
6.28K $710M
JPHY
Jp Morgan High Yield Research

ETFs
1.06K
+ 1.57%
N/A
68.7K $3.25B
Jpmorgan Hedged Equity Laddered Overlay ETF
1.99K
+ 17.81%
N/A
13.2K $804M
RSP
Invesco S&P 500 Equal Weight E

ETFs
284
+ 4.64%
$162.83 - $179.16 $46.2K - $50.9K
6.4K $1.15B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1.82K
+ 7.52%
N/A
26.1K $1.23B
TNDM
Tandem Diabetes Care Inc

Healthcare
2.13K
+ 14.43%
$35.21 - $47.3 $74.8K - $101K
16.8K $715M
MDB
Mongo Db, Inc.

Technology
273
+ 11.85%
$221.5 - $296.69 $60.5K - $81K
2.58K $696M
JPIN
Jp Morgan Diversified Return I

ETFs
1.11K
+ 19.6%
$54.1 - $60.82 $59.8K - $67.3K
6.75K $406M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 1.67%
$245.82 - $304.51 $3.44K - $4.26K
851 $452M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
81
+ 0.57%
$66.31 - $74.08 $5.37K - $6K
14.2K $1.04B
AVGO
Broadcom Inc.

Technology
5.45K
+ 902.99%
$136.27 - $1745.86 $742K - $9.51M
6.05K $1.04B
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.54%
$191.76 - $263.26 $1.15K - $1.58K
1.12K $294M
DXCM
Dexcom Inc

Healthcare
8.33K
+ 78.1%
$64.0 - $116.06 $533K - $966K
19K $1.27B
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 5.03%
$517.38 - $573.86 $27.4K - $30.4K
1.11K $635M
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 15.34%
$148.65 - $191.18 $154K - $198K
7.79K $1.33B
IEMG
Ishares Inc

ETFs
470
+ 7.81%
$53.64 - $53.64 $25.2K - $25.2K
6.49K $372M
JMEE
J P Morgan Exchange Traded Fd

ETFs
370
+ 7.29%
$55.81 - $61.01 $20.6K - $22.6K
5.44K $332M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.15%
$801.83 - $917.05 $802 - $917
677 $601M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
65
+ 2.44%
$460.0 - $505.78 $29.9K - $32.9K
2.73K $1.27B
HSY
Hershey CO

Consumer Defensive
11
+ 0.58%
$182.45 - $203.25 $2.01K - $2.24K
1.92K $369M
SEER
Seer, Inc.

Healthcare
1K
+ 7.81%
$1.59 - $2.07 $1.59K - $2.07K
13.8K $27.2M
UPS
United Parcel Service Inc

Industrials
31
+ 1.98%
$123.32 - $147.38 $3.82K - $4.57K
1.6K $218M
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 1
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