Capital A Wealth Management, LLC Purchases in Q4 2024

Capital A Wealth Management, LLC

  • $60.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KT
Kt Corp

Communication Services
268
New
$14.79 - $18.29 $3.96K - $4.9K
268 $4.16M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
181
New
$22.63 - $47.53 $4.1K - $8.6K
181 $4.11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
181
New
$22.01 - $66.82 $3.98K - $12.1K
181 $4.11M
ESI
Element Solutions Inc

Basic Materials
159
New
$24.64 - $29.33 $3.92K - $4.66K
159 $4.04M
STLA
Stellantis N.V.

Consumer Cyclical
305
New
$12.37 - $13.99 $3.77K - $4.27K
305 $3.98M
Grayscale Bitcoin Mini Tr Et
95
New
N/A
95 $3.98M
BNS
Bank Of Nova Scotia

Financial Services
74
New
$51.5 - $57.02 $3.81K - $4.22K
74 $3.98M
SRE
Sempra Energy

Utilities
45
New
$80.81 - $94.77 $3.64K - $4.26K
45 $3.95M
RIGS
Riverfront Strategic Income Fd

ETFs
170
New
$22.67 - $23.54 $3.85K - $4K
170 $3.93M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
64
New
$55.73 - $66.16 $3.57K - $4.23K
64 $3.86M
SNY
Sanofi

Healthcare
77
New
$45.89 - $57.31 $3.53K - $4.41K
77 $3.71M
TT
Trane Technologies PLC

Industrials
10
New
$369.35 - $419.14 $3.69K - $4.19K
10 $3.69M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
37
New
$99.2 - $108.47 $3.67K - $4.01K
37 $3.68M
MDT
Medtronic PLC

Healthcare
46
New
$79.61 - $92.24 $3.66K - $4.24K
46 $3.67M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
16
New
$193.7 - $235.05 $3.1K - $3.76K
16 $3.66M
SNN
Smith & Nephew PLC

Healthcare
148
New
$24.29 - $30.81 $3.59K - $4.56K
148 $3.64M
EMTL
Spdr Doubleline Emerging Marke

ETFs
84
New
$42.03 - $43.34 $3.53K - $3.64K
84 $3.54M
IWM
Ishares Russell 2000 ETF

ETFs
16
New
$216.13 - $242.4 $3.46K - $3.88K
16 $3.54M
WOLF
Wolfspeed, Inc.

Technology
529
New
$6.44 - $16.2 $3.41K - $8.57K
529 $3.52M
IDEV
Ishares Core Msci Intl Develop

ETFs
54
New
$64.18 - $70.42 $3.47K - $3.8K
54 $3.48M
ROST
Ross Stores, Inc.

Consumer Cyclical
23
New
$138.59 - $156.61 $3.19K - $3.6K
23 $3.48M
MSTR
Microstrategy Inc

Technology
12
New
$162.69 - $473.83 $1.95K - $5.69K
12 $3.48M
VOD
Vodafone Group Public LTD CO

Communication Services
400
New
$8.37 - $9.95 $3.35K - $3.98K
400 $3.4M
GDDY
Go Daddy Inc.

Technology
17
New
$153.16 - $209.03 $2.6K - $3.55K
17 $3.36M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
250
New
$9.71 - $15.34 $2.43K - $3.84K
250 $3.33M
UMC
United Microelectronics Corp

Technology
504
New
$6.34 - $8.35 $3.2K - $4.21K
504 $3.27M
PAYX
Paychex Inc

Industrials
23
New
$135.86 - $148.73 $3.12K - $3.42K
23 $3.23M
MTDR
Matador Resources CO

Energy
57
New
$50.33 - $60.91 $2.87K - $3.47K
57 $3.21M
LQD
Ishares Iboxx $ Investment Gra

ETFs
30
New
$106.56 - $113.11 $3.2K - $3.39K
30 $3.21M
BITO
Proshares Tr Bitcoin Strategy

ETFs
140
New
$16.99 - $27.42 $2.38K - $3.84K
140 $3.19M
ICVT
Ishares Tr Convertible Bond Et

ETFs
37
New
$83.09 - $89.28 $3.07K - $3.3K
37 $3.14M
FTGS
First Tr Exchange Traded Fd Gr
100
New
N/A
100 $3.14M
BTI
British American Tobacco P.L.C.

Consumer Defensive
85
New
$34.25 - $37.94 $2.91K - $3.22K
85 $3.09M
GTY
Getty Realty Corp

Real Estate
102
New
$29.81 - $33.31 $3.04K - $3.4K
102 $3.07M
NOK
Nokia Corp

Technology
687
New
$4.13 - $4.95 $2.84K - $3.4K
687 $3.04M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
39
New
$77.43 - $89.47 $3.02K - $3.49K
39 $3.04M
KHC
Kraft Heinz CO

Consumer Defensive
98
New
$30.1 - $36.02 $2.95K - $3.53K
98 $3.01M
E
Eni Spa

Energy
109
New
$26.32 - $31.82 $2.87K - $3.47K
109 $2.98M
Serve Robotics Inc
215
New
N/A
215 $2.9M
TTE
Total Energies Se

Energy
53
New
N/A
53 $2.89M
HEFA
Ishares Currency Hedged Msci E

ETFs
83
New
$34.42 - $35.88 $2.86K - $2.98K
83 $2.88M
NTR
Nutrien Ltd.

Basic Materials
64
New
$44.04 - $50.78 $2.82K - $3.25K
64 $2.86M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
55
New
$51.09 - $55.27 $2.81K - $3.04K
55 $2.81M
PLUG
Plug Power Inc

Industrials
1.31K
New
$1.87 - $2.67 $2.46K - $3.51K
1.31K $2.8M
GAB
Gabelli Equity Trust Inc

Financial Services
510
New
$5.36 - $5.83 $2.73K - $2.97K
510 $2.74M
MRNA
Moderna, Inc.

Healthcare
65
New
$36.85 - $63.93 $2.4K - $4.16K
65 $2.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
59
New
$45.17 - $47.23 $2.67K - $2.79K
59 $2.68M
BHP
Bhp Group LTD

Basic Materials
54
New
$48.78 - $62.43 $2.63K - $3.37K
54 $2.64M
DFIV
Dimensional ETF Tr

ETFs
74
New
$34.86 - $37.97 $2.58K - $2.81K
74 $2.62M
Activity Summary
Buys All Purchases 846 New Holdings 846 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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