Birchcreek Wealth Management, LLC Sells in Q3 2024

Birchcreek Wealth Management, LLC

  • $152 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-28
- 1.51%
$237.84 - $263.83 $6.66K - $7.39K
1.83K $483K
TT
Trane Technologies PLC

Industrials
-168
- 9.83%
$314.21 - $388.71 $52.8K - $65.3K
1.54K $599K
UNH
Unitedhealth Group Inc

Healthcare
-18
- 2.08%
$488.01 - $604.18 $8.78K - $10.9K
848 $495K
CAT
Caterpillar Inc

Industrials
-40
- 2.95%
$316.8 - $391.12 $12.7K - $15.6K
1.31K $513K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-669
- 3.44%
$57.69 - $64.56 $38.6K - $43.2K
18.8K $1.2M
PG
Procter & Gamble CO

Consumer Defensive
-62
- 0.58%
$160.76 - $177.82 $9.97K - $11K
10.6K $1.83M
LMT
Lockheed Martin Corp

Industrials
-29
- 3.24%
$460.3 - $584.56 $13.3K - $17K
865 $505K
AAPL
Apple Inc.

Technology
-1.03K
- 4.72%
$207.23 - $234.82 $213K - $241K
20.7K $4.83M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-163
- 0.16%
$116.79 - $133.54 $19K - $21.8K
104K $13.7M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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