Gentry Private Wealth, LLC Purchases in Q3 2024

Gentry Private Wealth, LLC

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
26.5K
+ 333.36%
N/A
34.4K $3.75B
OBIL
Rbb Fd Inc Us Treas 12 Month B
27K
New
N/A
27K $1.36B
JCPB
J P Morgan Exchange Traded Fd

ETFs
27.6K
New
$45.87 - $48.53 $1.27M - $1.34M
27.6K $1.33B
Rbb Fd Inc
25.5K
New
N/A
25.5K $1.28B
VTWO
Vanguard Russell 2000 ETF

ETFs
13.4K
New
$81.17 - $90.77 $1.09M - $1.22M
13.4K $1.2B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
19.1K
New
N/A
19.1K $956M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
18.1K
New
$32.65 - $36.69 $590K - $663K
18.1K $658M
MODL
Victory Portfolios Ii Victorys
15.7K
+ 142.56%
N/A
26.7K $1.05B
FTHI
First Trust Exchange Traded Fd

ETFs
27.8K
New
$21.47 - $23.16 $597K - $644K
27.8K $641M
Global X Fds
5.75K
New
N/A
5.75K $578M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.29K
New
$50.25 - $50.74 $316K - $319K
6.29K $319M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.19K
New
$110.22 - $120.89 $241K - $264K
2.19K $263M
NFTY
First Tr Alphadex Fd Ii India
3.96K
New
N/A
3.96K $257M
RDVY
First Trust Rising Dividend Ac

ETFs
3.55K
New
$53.68 - $59.24 $190K - $210K
3.55K $210M
DVY
Ishares Tr

ETFs
551
+ 6.94%
$119.99 - $135.74 $66.1K - $74.8K
8.49K $1.15B
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
598
+ 6.7%
$169.73 - $204.18 $101K - $122K
9.53K $1.88B
IEFA
Ishares Tr

ETFs
444
+ 8.66%
$70.09 - $78.74 $31.1K - $35K
5.57K $435M
EEM
Ishares Msci Emerging Markets

ETFs
552
+ 8.77%
$40.42 - $46.7 $22.3K - $25.8K
6.85K $314M
SON
Sonoco Products CO

Consumer Cyclical
21
+ 0.32%
$48.33 - $56.57 $1.01K - $1.19K
6.49K $354M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
435
+ 3.01%
$25.73 - $28.81 $11.2K - $12.5K
14.9K $424M
V
Visa Inc.

Financial Services
2
+ 0.11%
$253.74 - $291.56 $507 - $583
1.86K $512M
DFAT
Dimensional ETF Tr U S Target

ETFs
14
+ 0.33%
$51.0 - $57.07 $714 - $799
4.23K $235M
CVX
Chevron Corp

Energy
17
+ 0.86%
$137.88 - $161.97 $2.34K - $2.75K
2K $294M
MRK
Merck & Co., Inc.

Healthcare
8
+ 0.26%
$111.15 - $128.97 $889 - $1.03K
3.07K $349M
GOOGL
Alphabet Inc.

Communication Services
16
+ 0.36%
$148.65 - $191.18 $2.38K - $3.06K
4.41K $732M
ASML
Asml Holding Nv

Technology
2
+ 0.22%
$749.82 - $1098.95 $1.5K - $2.2K
923 $769M
Activity Summary
Buys All Purchases 27 New Holdings 12 Increased Positions 15 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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