49 Wealth Management, LLC Sells in Q3 2024

49 Wealth Management, LLC

  • $614 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-498K
- 73.34%
$54.98 - $59.51 $27.4M - $29.7M
181K $10.8B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-376K
- 87.89%
$53.41 - $57.9 $20.1M - $21.8M
51.8K $3B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-367K
- 38.27%
$37.37 - $41.82 $13.7M - $15.4M
593K $24.6B
VTV
Vanguard Value ETF

ETFs
-77.2K
- 32.8%
$159.75 - $174.57 $12.3M - $13.5M
158K $27.6B
XLU
Utilities Sector Spdr

ETFs
-80.8K
- 96.93%
$67.67 - $80.78 $5.47M - $6.53M
2.56K $207M
IWM
Ishares Russell 2000 ETF

ETFs
-27K
- 93.87%
$200.87 - $224.6 $5.42M - $6.06M
1.76K $389M
SHV
Ishares Tr

ETFs
-27.8K
- 54.66%
$110.05 - $110.63 $3.06M - $3.07M
23K $2.55B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-44.8K
- 46.13%
$50.32 - $50.75 $2.25M - $2.27M
52.3K $2.65B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-40.5K
- 32.77%
$50.15 - $51.27 $2.03M - $2.08M
83.1K $4.26B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-17.4K
- 30.38%
$94.39 - $96.15 $1.65M - $1.68M
40K $3.83B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-10.3K
- 37.31%
$96.3 - $106.49 $993K - $1.1M
17.3K $1.81B
VEA
Vanguard Ftse Developed Market

ETFs
-20.9K
- 38.9%
$47.6 - $53.31 $994K - $1.11M
32.8K $1.73B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-18K
- 40.21%
$50.61 - $50.96 $913K - $919K
26.8K $1.37B
JPEM
Jp Morgan Diversified Return

ETFs
-17.4K
- 32.12%
$52.23 - $56.96 $908K - $991K
36.8K $2.08B
IEF
Ishares Barclays

ETFs
-9.83K
- 32.73%
$92.67 - $99.14 $911K - $974K
20.2K $1.98B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-7.9K
- 40.64%
$98.99 - $101.51 $782K - $802K
11.5K $1.17B
JPIE
J P Morgan Exchange Traded Fd
-7.27K
- 33.09%
$45.17 - $46.39 $328K - $337K
14.7K $682M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-4.28K
- 18.75%
$80.24 - $91.14 $343K - $390K
18.5K $1.69B
VTI
Vanguard Total Stock Market Et

ETFs
-943
- 52.07%
$255.18 - $283.2 $241K - $267K
868 $246M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-6.91K
- 39.76%
$33.68 - $39.31 $233K - $272K
10.5K $411M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-5.64K
- 20.99%
$51.3 - $59.04 $289K - $333K
21.2K $1.17B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.11K
- 36.52%
$117.9 - $128.2 $249K - $271K
3.67K $470M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-453
- 12.95%
$434.77 - $502.96 $197K - $228K
3.04K $1.49B
IHF
Ishares Tr

ETFs
-6.3K
- 21.23%
$51.37 - $58.67 $324K - $370K
23.4K $1.33B
GOOGL
Alphabet Inc.

Communication Services
-81
- 0.88%
$148.65 - $191.18 $12K - $15.5K
9.13K $1.51B
VOT
Vanguard Mid Cap Growth Index

ETFs
-688
- 44.3%
$218.05 - $243.47 $150K - $168K
865 $211M
OMFL
Invesco Exchange Traded Self I

ETFs
-2.77K
- 23.85%
$47.65 - $52.99 $132K - $147K
8.85K $469M
IYK
Ishares U.S. Consumer Staples

ETFs
-2.72K
- 21.26%
$65.27 - $72.12 $178K - $196K
10.1K $711M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1K
- 39.26%
$149.02 - $167.67 $149K - $168K
1.55K $259M
NCNO
N Cino, Inc.

Technology
-3.9K
- 8.89%
$29.0 - $35.0 $113K - $137K
40K $1.26B
MCK
Mckesson Corp

Healthcare
-70
- 9.35%
$479.06 - $630.38 $33.5K - $44.1K
679 $336M
OMFS
Invesco Exchange Traded Self I

ETFs
-3.19K
- 30.93%
$35.01 - $39.74 $112K - $127K
7.11K $281M
SYLD
Cambria Shareholder Yld ETF

ETFs
-2.03K
- 14.92%
$66.68 - $72.81 $135K - $147K
11.5K $836M
ABEQ
Unified Ser Tr Absolute Core S

ETFs
-3.23K
- 27.31%
$29.89 - $32.76 $96.4K - $106K
8.59K $281M
FFIN
First Financial Bankshares Inc

Financial Services
-4.45K
- 37.3%
$28.56 - $39.46 $127K - $175K
7.48K $277M
TSLA
Tesla, Inc.

Consumer Cyclical
-497
- 39.13%
$191.76 - $263.26 $95.3K - $131K
773 $202M
LRCX
Lam Research Corp

Technology
-2
- 0.79%
$731.56 - $1127.3 $1.46K - $2.25K
250 $204M
MDT
Medtronic PLC

Healthcare
-1.22K
- 23.32%
$76.84 - $91.03 $93.4K - $111K
4K $360M
ZI
Zoom Info Technologies Inc.

Technology
-791
- 6.19%
$8.01 - $12.68 $6.34K - $10K
12K $124M
COP
Conocophillips

Energy
-56
- 2.76%
$102.3 - $116.61 $5.73K - $6.53K
1.97K $208M
FNDB
Schwab Fundamental U S Broad M

ETFs
-577
- 15.88%
$64.17 - $70.37 $37K - $40.6K
3.06K $215M
LLY
Eli Lilly & CO

Healthcare
-9
- 2.01%
$772.14 - $960.02 $6.95K - $8.64K
439 $389M
IWR
Ishares Russell Mid Cap ETF

ETFs
-638
- 11.87%
$79.92 - $88.19 $51K - $56.3K
4.74K $418M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-748
- 9.42%
$57.32 - $62.65 $42.9K - $46.9K
7.19K $448M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-235
- 11.12%
$110.22 - $120.89 $25.9K - $28.4K
1.88K $226M
MDXG
Mimedx Group, Inc.

Healthcare
-20
- 0.18%
$5.65 - $7.76 $113 - $155
11.1K $65.3M
FYC
First Trust Small Cap Growth A

ETFs
-568
- 13.45%
$65.44 - $74.98 $37.2K - $42.6K
3.66K $272M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-599
- 7.17%
$51.29 - $56.57 $30.7K - $33.9K
7.76K $439M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-164
- 2.29%
$51.78 - $52.98 $8.49K - $8.69K
6.99K $370M
Activity Summary
Buys All Purchases 106 New Holdings 43 Increased Positions 63 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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