9258 Wealth Management, LLC New Holdings in Q3 2024

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
1.87K
New
$104.75 - $131.61 $196K - $246K
1.87K $246K
WELL
Welltower Inc.

Real Estate
1.88K
New
$104.0 - $129.74 $195K - $243K
1.88K $240K
EFX
Equifax Inc

Industrials
783
New
$236.42 - $307.13 $185K - $240K
783 $229K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.74K
New
$75.32 - $84.37 $206K - $231K
2.74K $228K
BK
Bank Of New York Mellon Corp

Financial Services
3.15K
New
$59.54 - $72.17 $187K - $227K
3.15K $226K
SONY
Sony Group Corp

Technology
2.33K
New
$81.61 - $98.65 $190K - $230K
2.33K $224K
AJG
Arthur J. Gallagher & Co.

Financial Services
789
New
$259.22 - $299.75 $205K - $237K
789 $222K
HWM
Howmet Aerospace Inc.

Industrials
2.19K
New
$77.3 - $100.22 $169K - $219K
2.19K $219K
ITA
Ishares Tr

ETFs
1.45K
New
$131.58 - $149.64 $191K - $217K
1.45K $217K
SNY
Sanofi

Healthcare
3.72K
New
$48.54 - $58.53 $181K - $218K
3.72K $214K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
748
New
$256.4 - $289.78 $192K - $217K
748 $212K
ECL
Ecolab Inc.

Basic Materials
831
New
$228.86 - $255.76 $190K - $213K
831 $212K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.14K
New
$89.91 - $101.33 $193K - $217K
2.14K $210K
QABA
First Trust Nasdaq Aba Communi

ETFs
3.95K
New
$44.7 - $55.98 $176K - $221K
3.95K $208K
MCO
Moodys Corp

Financial Services
432
New
$421.49 - $494.67 $182K - $214K
432 $204K
XEL
Xcel Energy Inc

Utilities
3.11K
New
$52.11 - $65.3 $162K - $203K
3.11K $202K
Black Rock Inc
1.66K
New
N/A
1.66K $0
Ge Health Care Technologies Inc Common Stock
2.36K
New
N/A
2.36K $0
Etfmg Prime Cyber Security ETF
16K
New
N/A
16K $0
Advent Conv & Income Fd Rt Exp 101724
59.5K
New
N/A
59.5K $0
Activity Summary
Buys All Purchases 139 New Holdings 21 Increased Positions 118 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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