Wealthgarden F.S. LLC Incresed Positions in Q3 2024

Wealthgarden F.S. LLC

  • $1.64 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
20.2K
+ 201.66%
$32.96 - $36.48 $667K - $738K
30.3K $1.1B
NEE
Nextera Energy Inc

Utilities
4.22K
+ 125.78%
$69.9 - $84.97 $295K - $358K
7.57K $640M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
22K
+ 65.97%
$10.38 - $11.34 $229K - $250K
55.4K $628M
URTH
Ishares Msci World ETF

ETFs
1.16K
+ 71.06%
$140.68 - $156.99 $164K - $183K
2.8K $440M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.03K
+ 11.14%
$56.04 - $62.99 $114K - $128K
20.3K $1.24B
IAU
Ishares Gold Trust

ETFs
917
+ 8.08%
$44.06 - $50.5 $40.4K - $46.3K
12.3K $610M
SOXX
Ishares Semiconductor ETF

ETFs
34
+ 2.86%
$199.29 - $265.49 $6.78K - $9.03K
1.22K $282M
Activity Summary
Buys All Purchases 606 New Holdings 549 Increased Positions 57 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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