Ehrlich Financial Group Purchases in Q3 2024

Ehrlich Financial Group

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
81.1K
+ 640.91%
$40.41 - $42.73 $3.28M - $3.46M
93.7K $3.98B
XCEM
Columbia ETF Tr Ii

ETFs
84.2K
New
$30.17 - $33.79 $2.54M - $2.84M
84.2K $2.75B
EFV
Msci Eafe Value ETF

ETFs
36.8K
+ 85.73%
$51.72 - $57.96 $1.9M - $2.13M
79.6K $4.58B
SPTS
Spdr Portfolio Short Term Trea

ETFs
57.6K
+ 522.73%
$28.75 - $29.46 $1.66M - $1.7M
68.6K $2.02B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.22K
New
$523.84 - $572.02 $1.16M - $1.27M
2.22K $1.26B
IJS
Ishares S&P Smallcap 600 Value

ETFs
11.3K
New
$95.81 - $109.03 $1.08M - $1.23M
11.3K $1.21B
AVUS
American Centy ETF Tr Avantis

ETFs
7.91K
+ 9.33%
$86.27 - $95.15 $682K - $752K
92.6K $8.81B
Blackrock ETF Trust Ii
20.8K
+ 55.96%
N/A
58K $3.11B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.47K
New
$152.9 - $180.39 $989K - $1.17M
6.47K $1.13B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
22.1K
+ 201.14%
$49.69 - $50.5 $1.1M - $1.12M
33.1K $1.67B
IJK
Ishares S&P Midcap 400 Growth

ETFs
11.8K
New
$84.81 - $93.54 $1M - $1.11M
11.8K $1.09B
CMF
Ishares California Muni Bond E

ETFs
13.2K
+ 16.58%
$56.65 - $58.17 $745K - $765K
92.5K $5.38B
JNK
Spdr Bloomberg High Yield Bond

ETFs
8.57K
New
$93.65 - $97.81 $802K - $838K
8.57K $838M
XLK
Technology Sector Spdr

ETFs
2.76K
+ 19.79%
$197.34 - $237.68 $545K - $657K
16.7K $3.78B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.03K
New
$517.38 - $573.86 $532K - $591K
1.03K $590M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.2K
+ 149.75%
$50.52 - $50.95 $515K - $520K
17K $865M
IVV
Ishares Core S&P 500 ETF

ETFs
727
+ 21.85%
$520.18 - $576.82 $378K - $419K
4.05K $2.34B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.11K
New
$51.29 - $56.57 $467K - $515K
9.11K $515M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
906
+ 98.05%
$475.2 - $527.7 $431K - $478K
1.83K $966M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.5K
New
$49.7 - $56.11 $422K - $477K
8.5K $467M
EXI
Ishares Global Industrials ETF

ETFs
2.94K
New
$131.6 - $149.88 $387K - $441K
2.94K $438M
QQQ
Invesco Qqq Trust, Series 1

ETFs
828
+ 38.91%
$434.77 - $502.96 $360K - $416K
2.96K $1.44B
EFG
Msci Eafe Growth ETF

ETFs
2.21K
+ 6.52%
$96.84 - $108.77 $214K - $240K
36K $3.88B
FDIS
Fidelity Covington Tr Msci Con

ETFs
4.03K
New
$75.81 - $88.73 $306K - $358K
4.03K $357M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.51K
+ 5.79%
$89.91 - $101.33 $135K - $153K
27.5K $2.7B
TECB
Ishares Tr Us Tech Breakthroug

ETFs
5.96K
New
$45.31 - $51.64 $270K - $308K
5.96K $305M
Blackrock ETF Trust Ii
5.94K
New
N/A
5.94K $300M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.11K
New
$64.0 - $72.54 $263K - $298K
4.11K $297M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
5.3K
New
$46.96 - $52.8 $249K - $280K
5.3K $277M
GNR
Spdr S&P Global Natural Resour

ETFs
4.72K
New
$53.02 - $57.84 $250K - $273K
4.72K $272M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
13.6K
New
$18.19 - $18.81 $248K - $257K
13.6K $257M
NEE
Nextera Energy Inc

Utilities
2.69K
New
$69.9 - $84.97 $188K - $229K
2.69K $228M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.78K
New
$44.9 - $47.55 $215K - $227K
4.78K $226M
VZ
Verizon Communications Inc

Communication Services
4.98K
New
$38.89 - $45.0 $194K - $224K
4.98K $224M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8.16K
New
$26.01 - $27.41 $212K - $224K
8.16K $223M
HYLB
Xtrackers Usd High Yield Corp

ETFs
6.04K
New
$35.26 - $36.92 $213K - $223K
6.04K $223M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.92K
New
$36.06 - $37.66 $213K - $223K
5.92K $223M
HYG
Ishares Tr

ETFs
2.77K
New
$76.72 - $80.36 $213K - $223K
2.77K $223M
EMB
Ishares Tr

ETFs
2.37K
New
$87.75 - $93.74 $208K - $222K
2.37K $222M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.4K
New
$128.47 - $280.94 $179K - $392K
1.4K $216M
JNJ
Johnson & Johnson

Healthcare
1.29K
New
$145.48 - $167.38 $187K - $215K
1.29K $209M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.79K
New
$24.86 - $26.33 $194K - $205K
7.79K $204M
GIGB
Goldman Sachs ETF Access Invt
3.12K
+ 29.78%
N/A
13.6K $644M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
572
+ 3.91%
$77.02 - $85.06 $44.1K - $48.7K
15.2K $1.28B
AAPL
Apple Inc.

Technology
14
+ 0.22%
$207.23 - $234.82 $2.9K - $3.29K
6.26K $1.46B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.76K
+ 25.15%
$62.4 - $62.4 $110K - $110K
8.74K $580M
MUB
Ishares National Muni Bond ETF

ETFs
967
+ 12.78%
$106.13 - $108.7 $103K - $105K
8.53K $927M
CORP
Pimco Investment Grade Corp Bd

ETFs
985
+ 38.16%
$94.36 - $100.01 $92.9K - $98.5K
3.57K $355M
SLV
I Shares Silver Trust

ETFs
1.47K
+ 4.63%
$24.33 - $29.38 $35.7K - $43.1K
33.2K $943M
Activity Summary
Buys All Purchases 69 New Holdings 28 Increased Positions 41 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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