Able Wealth Management LLC New Holdings in Q3 2024

Able Wealth Management LLC

  • $132 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
14.2K
New
$85.84 - $85.84 $1.22M - $1.22M
14.2K $1.38B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.1K
New
$44.24 - $49.47 $712K - $796K
16.1K $796M
Blackrock ETF Trust Ii Flexible Income
13.5K
New
N/A
13.5K $721M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.5K
New
$44.83 - $47.42 $603K - $638K
13.5K $634M
Fidelity Wise Origin Bitcoin Fd Shs
10.1K
New
N/A
10.1K $563M
MINO
Pimco ETF Tr Municipal Income

ETFs
9.28K
New
$45.07 - $46.16 $418K - $428K
9.28K $428M
PBDC
Putnam ETF Tr Bdc Income Etf(D
9.42K
New
N/A
9.42K $318M
Innovator Equit Defnd Prtcn ETF
7.78K
New
N/A
7.78K $209M
Calamos ETF Trust Russell 2000 Structured Alt Protection
8.21K
New
N/A
8.21K $207M
Calamos ETF Trust S&P 500 Structured Alt Protection ETF July
8.34K
New
N/A
8.34K $206M
Activity Summary
Buys All Purchases 44 New Holdings 11 Increased Positions 33 Sells All Sells 40 Reductions 35 Sold out 5 Options Calls 0 Puts 0
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