Optimist Retirement Group LLC Purchases in Q2 2024

Optimist Retirement Group LLC

  • $190 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
57
+ 3.41%
$123.17 - $136.7 $7.02K - $7.79K
1.73K $221M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
70
+ 0.84%
$24.54 - $25.28 $1.72K - $1.77K
8.42K $211M
MAR
Marriott International Inc

Consumer Cyclical
25
+ 3.11%
$228.38 - $258.55 $5.71K - $6.46K
830 $201M
PEGA
Pegasystems Inc

Technology
165
+ 5.05%
$56.54 - $64.13 $9.33K - $10.6K
3.43K $208M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 0.28%
$121.57 - $132.2 $608 - $661
1.82K $233M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5
+ 0.08%
$39.75 - $43.15 $199 - $216
6.13K $255M
SPMD
Spdr Portfolio

ETFs
4
+ 0.08%
$49.54 - $53.39 $198 - $214
5K $256M
DOCU
Docusign, Inc.

Technology
227
+ 5.64%
$50.84 - $61.13 $11.5K - $13.9K
4.26K $228M
Gsk PLC
4.58K
+ 10.61%
N/A
47.8K $1.84B
UPS
United Parcel Service Inc

Industrials
57
+ 2.43%
$134.2 - $152.27 $7.65K - $8.68K
2.4K $328M
W
Wayfair Inc.

Consumer Cyclical
568
+ 14.9%
$49.8 - $72.94 $28.3K - $41.4K
4.38K $231M
GIS
General Mills Inc

Consumer Defensive
1.61K
+ 7.23%
$63.26 - $71.61 $102K - $115K
23.8K $1.51B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.95K
+ 1.24%
$34.2 - $36.64 $66.6K - $71.4K
160K $5.6B
LYB
Lyondell Basell Industries N.V.

Basic Materials
477
+ 2.56%
$93.54 - $105.86 $44.6K - $50.5K
19.1K $1.83B
NVDA
Nvidia Corp

Technology
1.57K
+ 449.86%
$118.11 - $1224.4 $185K - $1.92M
1.92K $237M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
868
+ 0.71%
$81.25 - $88.21 $70.5K - $76.6K
123K $10.6B
MCD
Mcdonalds Corp

Consumer Cyclical
296
+ 4.5%
$249.37 - $280.22 $73.8K - $82.9K
6.88K $1.75B
GPC
Genuine Parts CO

Consumer Cyclical
394
+ 3.26%
$136.7 - $163.38 $53.9K - $64.4K
12.5K $1.72B
VB
Vanguard Small Cap ETF

ETFs
24
+ 0.13%
$210.76 - $226.94 $5.06K - $5.45K
17.9K $3.91B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.23K
+ 0.99%
$76.01 - $82.53 $93.7K - $102K
126K $9.87B
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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