Bt Wealth Management LLC Purchases in Q2 2022

Bt Wealth Management LLC

  • $356 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
201
+ 19.44%
$190.36 - $240.41 $38.3K - $48.3K
1.24K $243K
VGSH
Vanguard

ETFs
170
+ 0.05%
$58.29 - $59.37 $9.91K - $10.1K
309K $18.2M
VZ
Verizon Communications Inc

Communication Services
183
+ 2.97%
$46.23 - $55.01 $8.46K - $10.1K
6.35K $322K
C
Citigroup Inc

Financial Services
167
+ 3.02%
$45.69 - $54.09 $7.63K - $9.03K
5.7K $262K
IWR
Ishares Russell Mid Cap ETF

ETFs
4
+ 0.02%
$62.75 - $78.76 $251 - $315
21.6K $1.4M
MO
Altria Group, Inc.

Consumer Defensive
107
+ 1.97%
$41.5 - $56.57 $4.44K - $6.05K
5.55K $232K
IWM
Ishares Russell 2000 ETF

ETFs
5
+ 0.03%
$163.9 - $207.91 $820 - $1.04K
16.4K $2.78M
ACN
Accenture PLC

Technology
30
+ 0.34%
$270.9 - $344.47 $8.13K - $10.3K
8.96K $2.49M
Activity Summary
Buys All Purchases 8 New Holdings 0 Increased Positions 8 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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