Shared Vision Wealth Group LLC New Holdings in Q2 2024

Shared Vision Wealth Group LLC

  • $172 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AGZ
Ishares Agency Bond ETF

ETFs
2.32K
New
$106.48 - $108.13 $247K - $250K
2.32K $249M
EEM
Ishares Msci Emerging Markets

ETFs
5.72K
New
$39.71 - $43.79 $227K - $250K
5.72K $243M
LLY
Eli Lilly & CO

Healthcare
245
New
$724.87 - $909.04 $178K - $223K
245 $222M
UNP
Union Pacific Corp

Industrials
915
New
$221.38 - $247.4 $203K - $226K
915 $207M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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