Act Wealth Management, LLC Purchases in Q4 2024

Act Wealth Management, LLC

  • $214 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
480K
New
$34.42 - $35.88 $16.5M - $17.2M
480K $16.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
596
+ 0.8%
$311.11 - $335.64 $185K - $200K
74.9K $24.1M
EW
Edwards Lifesciences Corp

Healthcare
2.72K
New
$64.54 - $75.92 $176K - $207K
2.72K $201K
IWF
Ishares Russell 1000 Gr ETF

ETFs
171
+ 27.36%
$370.24 - $418.94 $63.3K - $71.6K
796 $319K
HUMA
Humacyte, Inc.

Healthcare
11.4K
New
$3.46 - $5.81 $39.4K - $66.1K
11.4K $57K
MUB
Ishares National Muni Bond ETF

ETFs
592
+ 14.42%
$105.78 - $108.7 $62.6K - $64.4K
4.7K $500K
PLUG
Plug Power Inc

Industrials
10K
+ 71.43%
$1.87 - $2.67 $18.7K - $26.7K
24K $51K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.12%
$119.61 - $136.3 $837 - $954
6.01K $741K
XLE
Energy Sector Spdr

ETFs
1.95K
+ 2.71%
$83.32 - $97.27 $162K - $190K
73.8K $6.32M
MO
Altria Group, Inc.

Consumer Defensive
99
+ 1.77%
$49.06 - $57.74 $4.86K - $5.72K
5.7K $297K
POWW
Ammo, Inc.

Industrials
4K
+ 33.33%
$0.98 - $1.36 $3.92K - $5.44K
16K $17K
Energous Corp
20K
New
N/A
20K $0
EEM
Ishares Msci Emerging Markets

ETFs
469
+ 5.8%
$41.82 - $47.36 $19.6K - $22.2K
8.56K $358K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.33%
$442.29 - $483.08 $4.42K - $4.83K
3.05K $1.38M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
43.1K
+ 107.06%
$22.63 - $47.53 $976K - $2.05M
83.4K $1.89M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
131
+ 0.37%
$63.23 - $66.65 $8.28K - $8.73K
35.4K $2.24M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
13.5K
+ 3.11%
$44.29 - $45.82 $596K - $616K
446K $19.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
766
+ 0.9%
$96.64 - $101.23 $74K - $77.5K
85.6K $8.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
64.9K
+ 8.14%
$18.41 - $40.87 $1.2M - $2.65M
863K $16M
Activity Summary
Buys All Purchases 20 New Holdings 4 Increased Positions 16 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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