Bcu Wealth Advisors, LLC New Holdings in Q3 2024

Bcu Wealth Advisors, LLC

  • $168 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.22K
New
$255.18 - $283.2 $311K - $345K
1.22K $345M
IFRA
Ishares Tr

ETFs
4.74K
New
$41.55 - $46.97 $197K - $223K
4.74K $223M
ORCL
Oracle Corp

Technology
1.23K
New
$125.9 - $170.35 $155K - $210K
1.23K $210M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.48K
New
$77.24 - $83.67 $191K - $207K
2.48K $207M
JNJ
Johnson & Johnson

Healthcare
1.24K
New
$145.48 - $167.38 $181K - $208K
1.24K $201M
WMT
Walmart Inc.

Consumer Defensive
2.48K
New
$66.91 - $81.4 $166K - $202K
2.48K $200M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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