Act Wealth Management, LLC Sells in Q4 2024

Act Wealth Management, LLC

  • $214 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
-273K
- 89.27%
$33.93 - $38.37 $9.26M - $10.5M
32.8K $1.13M
GLD
Spdr Gold Trust

ETFs
-5.71K
- 6.21%
$236.59 - $257.5 $1.35M - $1.47M
86.2K $20.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.01K
- 0.83%
$126.68 - $134.74 $254K - $270K
239K $30.4M
XOM
Exxon Mobil Corp

Energy
-51
- 0.27%
$105.51 - $125.37 $5.38K - $6.39K
18.9K $2.04M
PG
Procter & Gamble CO

Consumer Defensive
-325
- 19.65%
$161.05 - $179.7 $52.3K - $58.4K
1.33K $222K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-596
- 3.34%
$26.63 - $30.23 $15.9K - $18K
17.2K $458K
BX
Blackstone Inc.

Financial Services
-360
- 22.93%
$148.45 - $199.05 $53.4K - $71.7K
1.21K $208K
MSFT
Microsoft Corp

Technology
-4
- 0.13%
$406.35 - $454.46 $1.63K - $1.82K
2.99K $1.26M
CVX
Chevron Corp

Energy
-34
- 0.76%
$141.15 - $162.53 $4.8K - $5.53K
4.47K $647K
JPM
Jpmorgan Chase & CO

Financial Services
-118
- 9.06%
$205.18 - $250.29 $24.2K - $29.5K
1.18K $283K
GS
Goldman Sachs Group Inc

Financial Services
-11
- 2.07%
$486.1 - $608.57 $5.35K - $6.69K
521 $298K
ET
Energy Transfer LP

Energy
-570
- 2.78%
$16.05 - $19.86 $9.15K - $11.3K
20K $391K
NVDA
Nvidia Corp

Technology
-30
- 0.55%
$117.0 - $148.88 $3.51K - $4.47K
5.42K $727K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.99K
- 6.77%
$7.33 - $12.37 $21.9K - $37K
41.2K $437K
XLF
Financial Sector Spdr

ETFs
-6.69K
- 4.11%
$44.89 - $51.34 $300K - $343K
156K $7.54M
AAPL
Apple Inc.

Technology
-142
- 0.51%
$221.69 - $259.02 $31.5K - $36.8K
27.7K $6.94M
VXF
Vanguard Extended Market ETF

ETFs
-3.47K
- 1.82%
$179.17 - $207.15 $621K - $718K
187K $35.5M
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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