Activest Wealth Management Purchases in Q3 2024

Activest Wealth Management

  • $282 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IXJ
Ishares Global Healthcare ETF

ETFs
400
New
$91.63 - $101.25 $36.7K - $40.5K
400 $39K
INDA
Ishares Msci India Index Fund

ETFs
675
New
$54.86 - $59.22 $37K - $40K
675 $39K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.25K
New
$31.02 - $58.9 $38.7K - $73.4K
1.25K $39K
AVEM
American Centy ETF Tr Avantis

ETFs
41
+ 0.4%
$57.2 - $65.59 $2.35K - $2.69K
10.4K $672K
MGK
Vanguard Mega Cap Growth ETF

ETFs
109
+ 45.23%
$285.48 - $330.24 $31.1K - $36K
350 $112K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.6K
+ 67.89%
$13.31 - $15.65 $34.6K - $40.7K
6.43K $92K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.36%
$520.18 - $576.82 $2.08K - $2.31K
1.12K $643K
AIA
Ishares S&P Asia 50 ETF

ETFs
490
New
$61.65 - $74.61 $30.2K - $36.6K
490 $35K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
106
+ 0.36%
$19.48 - $20.97 $2.06K - $2.22K
29.4K $611K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
114
+ 0.21%
$18.19 - $18.81 $2.07K - $2.14K
55.2K $1.04M
FDN
First Tr Fd Dow Jones

ETFs
140
+ 132.08%
$183.68 - $212.48 $25.7K - $29.7K
246 $52K
AMT
American Tower Corp

Real Estate
125
+ 431.03%
$192.27 - $242.73 $24K - $30.3K
154 $35K
CVX
Chevron Corp

Energy
336
+ 15.69%
$137.88 - $161.97 $46.3K - $54.4K
2.48K $364K
LRCX
Lam Research Corp

Technology
38
+ 633.33%
$731.56 - $1127.3 $27.8K - $42.8K
44 $35K
NFLX
Netflix Inc

Communication Services
20
+ 5.0%
$598.55 - $722.26 $12K - $14.4K
420 $297K
HYLS
First Tr Tactical High Yield L

ETFs
655
New
$40.54 - $42.23 $26.6K - $27.7K
655 $27K
UDR
Udr, Inc.

Real Estate
600
New
$39.96 - $47.13 $24K - $28.3K
600 $27K
WM
Waste Management Inc

Industrials
120
+ 4000.0%
$196.96 - $223.45 $23.6K - $26.8K
123 $25K
GIS
General Mills Inc

Consumer Defensive
325
New
$62.5 - $75.15 $20.3K - $24.4K
325 $23K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
370
New
$56.04 - $62.99 $20.7K - $23.3K
370 $22K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
415
New
$43.9 - $52.34 $18.2K - $21.7K
415 $21K
USFR
Wisdomtree Floating Rate Treas

ETFs
696
+ 0.45%
$50.2 - $50.48 $34.9K - $35.1K
154K $7.73M
TTE
Total Energies Se

Energy
300
New
$68.61 - $68.61 $20.6K - $20.6K
300 $20K
METV
Listed Fds Tr Roundhill Ball M

ETFs
1.5K
New
$11.59 - $13.72 $17.3K - $20.5K
1.5K $20K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
90
+ 5.52%
$77.02 - $85.06 $6.93K - $7.66K
1.72K $145K
PHM
Pultegroup Inc

Consumer Cyclical
122
New
$103.95 - $144.98 $12.7K - $17.7K
122 $17K
ORCL
Oracle Corp

Technology
56
+ 21.88%
$125.9 - $170.35 $7.05K - $9.54K
312 $53K
ROBO
Robo Global Robotics And Autom

ETFs
270
New
$50.56 - $58.65 $13.7K - $15.8K
270 $15K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
1.38K
New
$10.06 - $10.77 $13.9K - $14.9K
1.38K $14K
KMI
Kinder Morgan, Inc.

Energy
571
+ 62.95%
$19.72 - $22.22 $11.3K - $12.7K
1.48K $32K
LEN
Lennar Corp

Consumer Cyclical
80
New
$142.5 - $192.45 $11.4K - $15.4K
80 $14K
VIG
Vanguard Dividend Appreciation

ETFs
75
+ 535.71%
$182.15 - $182.15 $13.7K - $13.7K
89 $16K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
33
+ 1650.0%
$320.55 - $412.94 $10.6K - $13.6K
35 $13K
LIT
Global X Fds Global X Lithium

ETFs
1
+ 0.04%
$35.01 - $43.59 $35 - $43.6
2.7K $117K
DVN
Devon Energy Corp

Energy
480
+ 60.38%
$37.87 - $48.65 $18.2K - $23.4K
1.28K $49K
IBM
International Business Machines Corp

Technology
2
+ 0.81%
$175.1 - $223.38 $350 - $447
248 $54K
KO
Coca Cola CO

Consumer Defensive
85
+ 13.26%
$62.69 - $73.01 $5.33K - $6.21K
726 $52K
QUAL
Ishares Msci Usa Quality Facto

ETFs
54
+ 15.3%
$162.64 - $179.3 $8.78K - $9.68K
407 $72K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
70
New
$147.95 - $191.05 $10.4K - $13.4K
70 $12K
UL
Unilever PLC

Consumer Defensive
200
New
$54.7 - $65.59 $10.9K - $13.1K
200 $12K
WSM
Williams Sonoma Inc

Consumer Cyclical
400
+ 100.0%
$128.47 - $280.94 $51.4K - $112K
800 $123K
STWD
Starwood Property Trust, Inc.

Real Estate
4
+ 0.05%
$18.75 - $21.11 $75 - $84.4
7.42K $151K
DUK
Duke Energy Corp

Utilities
100
New
$99.35 - $117.71 $9.94K - $11.8K
100 $11K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.06%
$54.38 - $59.77 $109 - $120
3.29K $195K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
950
New
$12.25 - $12.54 $11.6K - $11.9K
950 $11K
MCHI
Ishares Msci China ETF

ETFs
178
+ 121.92%
$40.43 - $50.98 $7.2K - $9.07K
324 $16K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
940
New
$10.11 - $10.82 $9.5K - $10.2K
940 $10K
BND
Vanguard Bd Index Fd Inc Total

ETFs
110
+ 17.49%
$71.45 - $75.64 $7.86K - $8.32K
739 $55K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 10.24%
$245.82 - $304.51 $3.2K - $3.96K
140 $42K
Activity Summary
Buys All Purchases 219 New Holdings 110 Increased Positions 109 Sells All Sells 117 Reductions 80 Sold out 37 Options Calls 0 Puts 0
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