9258 Wealth Management, LLC Sells in Q3 2024

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-40
- 1.28%
$460.0 - $505.78 $18.4K - $20.2K
3.08K $1.43M
FISV
Fiserv Inc

Technology
-230
- 4.88%
N/A
4.49K $561K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-152
- 1.27%
$147.95 - $191.05 $22.5K - $29K
11.8K $2.05M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-636
- 10.49%
$74.26 - $78.84 $47.2K - $50.1K
5.43K $425K
DOW
Dow Inc.

Basic Materials
-610
- 11.68%
$50.15 - $55.41 $30.6K - $33.8K
4.61K $251K
IWV
Ishares Russell 3000 ETF

ETFs
-530
- 6.33%
$294.75 - $326.73 $156K - $173K
7.84K $2.56M
BAX
Baxter International Inc

Healthcare
-1.4K
- 16.51%
$32.85 - $40.26 $46K - $56.4K
7.08K $268K
AVK
Advent Convertible & Income Fund

Financial Services
-304
- 0.51%
$11.44 - $12.85 $3.48K - $3.91K
59.3K $696K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.92K
- 9.22%
$105.53 - $118.34 $202K - $227K
18.9K $2.21M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-284
- 4.69%
$49.07 - $50.44 $13.9K - $14.3K
5.77K $291K
EMR
Emerson Electric CO

Industrials
-15
- 0.5%
$98.19 - $118.87 $1.47K - $1.78K
2.97K $324K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-6.85K
- 5.99%
$8.04 - $8.65 $55.1K - $59.3K
108K $930K
ANET
Arista Networks, Inc.

Technology
-81
- 8.96%
$311.42 - $388.21 $25.2K - $31.4K
823 $315K
FUND
Sprott Focus Trust Inc.

Financial Services
-273
- 2.54%
$7.41 - $8.1 $2.02K - $2.21K
10.5K $80K
BFOR
Alps ETF Tr Barrons 400 ETF
-4K
- 30.13%
N/A
9.28K $0
DBLV
Advisorshares Doubleline Value

ETFs
-2K
- 28.49%
N/A
5.02K $0
Linde PLC
-8
- 0.28%
N/A
2.88K $0
Ge Vernova Inc Com
-94
- 4.46%
N/A
2.02K $0
CHW
Calamos Global Dynamic Income Fund

Financial Services
-1.11K
- 3.61%
$6.41 - $7.17 $7.12K - $7.96K
29.6K $212K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-585
- 11.15%
$39.15 - $46.02 $22.9K - $26.9K
4.66K $213K
TY
Tri Continental Corp

Financial Services
-284
- 4.05%
$29.86 - $32.92 $8.48K - $9.35K
6.73K $221K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-269
- 0.78%
$12.6 - $13.59 $3.39K - $3.66K
34.2K $450K
MCR
Mfs Charter Income Trust

Financial Services
-843
- 2.3%
$6.28 - $6.57 $5.29K - $5.54K
35.9K $235K
STE
Steris PLC

Healthcare
-188
- 8.4%
$213.51 - $247.14 $40.1K - $46.5K
2.05K $497K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-600
- 1.76%
$9.59 - $10.12 $5.75K - $6.07K
33.5K $337K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-671
- 3.06%
$14.94 - $15.76 $10K - $10.6K
21.3K $335K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6
- 0.81%
$283.28 - $314.39 $1.7K - $1.89K
734 $230K
CRM
Salesforce, Inc.

Technology
-406
- 5.56%
$238.42 - $276.53 $96.8K - $112K
6.89K $1.89M
NVS
Novartis Ag

Healthcare
-85
- 3.66%
$106.13 - $120.89 $9.02K - $10.3K
2.24K $257K
TRV
Travelers Companies, Inc.

Financial Services
-89
- 8.58%
$201.87 - $242.35 $18K - $21.6K
948 $221K
MNKD
Mannkind Corp

Healthcare
-110
- 0.98%
$5.01 - $6.7 $551 - $737
11.2K $70K
CVS
Cvs Health Corp

Healthcare
-512
- 4.17%
$55.81 - $63.18 $28.6K - $32.3K
11.8K $738K
SYY
Sysco Corp

Consumer Defensive
-147
- 3.48%
$69.16 - $78.98 $10.2K - $11.6K
4.08K $318K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-158
- 4.88%
$115.73 - $128.74 $18.3K - $20.3K
3.08K $395K
CMI
Cummins Inc

Industrials
-68
- 7.92%
$266.63 - $326.4 $18.1K - $22.2K
791 $255K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
-69
- 0.49%
$15.6 - $18.19 $1.08K - $1.26K
14.1K $255K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-65
- 0.98%
$116.79 - $133.54 $7.59K - $8.68K
6.58K $868K
ECF
Ellsworth Growth & Income Fund LTD

Financial Services
-1.27K
- 2.88%
$8.2 - $9.0 $10.4K - $11.4K
42.7K $384K
MMM
3 M CO

Industrials
-454
- 18.24%
$99.69 - $139.42 $45.3K - $63.3K
2.04K $278K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.68K
- 2.79%
$49.77 - $51.95 $83.6K - $87.3K
58.6K $3.04M
IWM
Ishares Russell 2000 ETF

ETFs
-333
- 5.98%
$200.87 - $224.6 $66.9K - $74.8K
5.24K $1.16M
EFG
Msci Eafe Growth ETF

ETFs
-8
- 0.15%
$96.84 - $108.77 $775 - $870
5.51K $592K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-25
- 0.51%
$82.19 - $91.05 $2.05K - $2.28K
4.86K $439K
NKE
Nike, Inc.

Consumer Cyclical
-283
- 6.83%
$71.09 - $89.44 $20.1K - $25.3K
3.86K $340K
PEP
Pepsico Inc

Consumer Defensive
-76
- 0.93%
$161.9 - $179.3 $12.3K - $13.6K
8.13K $1.38M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-2.71K
- 9.63%
$22.3 - $26.02 $60.5K - $70.6K
25.5K $662K
BSX
Boston Scientific Corp

Healthcare
-7
- 0.16%
$72.96 - $84.0 $511 - $588
4.41K $369K
UL
Unilever PLC

Consumer Defensive
-79
- 2.16%
$54.7 - $65.59 $4.32K - $5.18K
3.58K $232K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-12
- 0.39%
$127.29 - $141.5 $1.53K - $1.7K
3.08K $429K
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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