Aletheian Wealth Advisors LLC New Holdings in Q3 2024

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
38.9K
New
$24.59 - $27.83 $956K - $1.08M
38.9K $1.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
344
New
$531.86 - $624.21 $183K - $215K
344 $212K
LYG
Lloyds Banking Group PLC

Financial Services
11K
New
$2.73 - $3.17 $30K - $34.8K
11K $34K
Linde PLC
422
New
N/A
422 $0
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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