Alterna Wealth Management, Inc Sells in Q1 2025

Alterna Wealth Management, Inc

  • $128 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-3.94K
- 20.81%
$206.38 - $242.18 $813K - $954K
15K $3.09M
EMB
Ishares Tr

ETFs
-10.2K
- 63.23%
$88.64 - $92.03 $903K - $938K
5.92K $536K
AAPL
Apple Inc.

Technology
-300
- 1.54%
$209.68 - $247.1 $62.9K - $74.1K
19.2K $4.26M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-10.8K
- 53.41%
$42.36 - $43.8 $458K - $474K
9.44K $409K
GOOG
Alphabet Inc.

Communication Services
-261
- 2.84%
$156.06 - $207.71 $40.7K - $54.2K
8.92K $1.39M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.03K
- 62.72%
$85.29 - $92.57 $344K - $373K
2.4K $218K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-11.8K
- 53.36%
$21.23 - $22.14 $250K - $260K
10.3K $226K
EFG
Msci Eafe Growth ETF

ETFs
-2.64K
- 33.12%
$96.1 - $106.37 $254K - $281K
5.33K $532K
SPY
Spdr S&P 500 ETF Trust

ETFs
-16
- 0.19%
$551.42 - $612.93 $8.82K - $9.81K
8.59K $4.8M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-9.38K
- 5.16%
$25.05 - $25.16 $235K - $236K
172K $4.34M
DIS
Walt Disney CO

Communication Services
-422
- 16.98%
$96.87 - $114.0 $40.9K - $48.1K
2.06K $203K
MU
Micron Technology Inc

Technology
-897
- 23.02%
$86.89 - $109.38 $77.9K - $98.1K
3K $260K
META
Meta Platforms, Inc.

Communication Services
-49
- 2.55%
$576.36 - $736.67 $28.2K - $36.1K
1.87K $1.08M
XOM
Exxon Mobil Corp

Energy
-803
- 18.81%
$105.44 - $118.93 $84.7K - $95.5K
3.47K $412K
GBIL
Goldman Sachs Access Treasury

ETFs
-450
- 6.08%
$99.85 - $100.19 $44.9K - $45.1K
6.95K $695K
EFV
Msci Eafe Value ETF

ETFs
-2.34K
- 15.65%
$51.88 - $60.73 $121K - $142K
12.6K $742K
MBB
Ishares Tr

ETFs
-657
- 5.26%
$90.37 - $94.08 $59.4K - $61.8K
11.8K $1.11M
NFLX
Netflix Inc

Communication Services
-50
- 10.89%
$828.4 - $1058.6 $41.4K - $52.9K
409 $381K
JPM
Jpmorgan Chase & CO

Financial Services
-117
- 5.47%
$225.19 - $279.95 $26.3K - $32.8K
2.02K $495K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-2.96K
- 14.7%
$4.79 - $5.34 $14.2K - $15.8K
17.2K $88K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2
- 0.03%
$54.25 - $57.64 $109 - $115
5.72K $314K
EEMV
Ishares Msci Emerging Markets

ETFs
-55
- 1.0%
$57.07 - $59.29 $3.14K - $3.26K
5.47K $319K
Ab Active Etfs Inc
-5.27K
- 18.19%
N/A
23.7K $0
CI
Cigna Corp

Healthcare
-11
- 1.46%
$274.49 - $329.0 $3.02K - $3.62K
741 $243K
IDV
Ishares Tr

ETFs
-109
- 0.9%
$27.0 - $31.7 $2.94K - $3.46K
12K $372K
Activity Summary
Buys All Purchases 66 New Holdings 18 Increased Positions 48 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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