Archetype Wealth Partners New Holdings in Q3 2024

Archetype Wealth Partners

  • $690 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
99.6K
New
$92.67 - $99.14 $9.23M - $9.87M
99.6K $9.77M
VTV
Vanguard Value ETF

ETFs
2.09K
New
$159.75 - $174.57 $334K - $365K
2.09K $365K
JCI
Johnson Controls International PLC

Industrials
3.68K
New
$65.52 - $77.61 $241K - $286K
3.68K $286K
TRGP
Targa Resources Corp.

Energy
1.47K
New
$127.86 - $156.46 $188K - $230K
1.47K $217K
TSLA
Tesla, Inc.

Consumer Cyclical
809
New
$191.76 - $263.26 $155K - $213K
809 $212K
SIZE
Ishares Msci Usa Size Factor E

ETFs
1.4K
New
$135.03 - $149.22 $189K - $208K
1.4K $208K
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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