Black Diamond Wealth Management Inc. Reduced Holdings in Q3 2024

Black Diamond Wealth Management Inc.

  • $135 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-5
- 0.22%
$133.16 - $158.73 $666 - $794
2.23K $337K
FTF
Franklin LTD Duration Income Trust

Financial Services
-289
- 2.51%
$6.36 - $6.78 $1.84K - $1.96K
11.2K $74K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-153
- 3.99%
$56.04 - $62.2 $8.57K - $9.52K
3.68K $228K
KRE
Spdr S&P Regional Banking ETF

ETFs
-414
- 9.11%
$47.94 - $59.23 $19.8K - $24.5K
4.13K $233K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-78
- 4.02%
$110.06 - $128.44 $8.58K - $10K
1.86K $236K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-513
- 14.56%
$85.44 - $110.36 $43.8K - $56.6K
3.01K $332K
KEYS
Keysight Technologies, Inc.

Technology
-310
- 7.94%
$119.86 - $158.87 $37.2K - $49.2K
3.6K $571K
BK
Bank Of New York Mellon Corp

Financial Services
-26
- 0.73%
$59.54 - $72.17 $1.55K - $1.88K
3.54K $254K
IFRA
Ishares Tr

ETFs
-868
- 4.85%
$41.55 - $46.97 $36.1K - $40.8K
17K $800K
AON
Aon PLC

Financial Services
-1
- 0.09%
$293.16 - $351.06 $293 - $351
1.09K $377K
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 0.9%
$517.38 - $573.86 $12.9K - $14.3K
2.76K $1.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-234
- 7.03%
$405.19 - $478.57 $94.8K - $112K
3.1K $1.42M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.97K
- 2.74%
$44.24 - $49.47 $87.3K - $97.7K
70.2K $3.47M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.37K
- 3.5%
$113.41 - $125.62 $155K - $172K
37.7K $4.73M
JNJ
Johnson & Johnson

Healthcare
-64
- 0.76%
$145.48 - $167.38 $9.31K - $10.7K
8.31K $1.35M
EFG
Msci Eafe Growth ETF

ETFs
-56
- 0.2%
$96.84 - $108.77 $5.42K - $6.09K
28.4K $3.06M
CGDV
Capital Group Divid Value ETF

ETFs
-4.1K
- 4.72%
$32.96 - $36.48 $135K - $150K
82.7K $3.01M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.64K
- 1.71%
$60.84 - $67.51 $99.5K - $110K
93.8K $6.33M
Activity Summary
Buys All Purchases 89 New Holdings 29 Increased Positions 60 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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