Capital A Wealth Management, LLC Purchases in Q4 2024

Capital A Wealth Management, LLC

  • $60.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
9
New
$278.19 - $315.36 $2.5K - $2.84K
9 $2.59M
HAL
Halliburton CO

Energy
95
New
$25.77 - $31.99 $2.45K - $3.04K
95 $2.58M
MGA
Magna International Inc

Consumer Cyclical
61
New
$39.47 - $46.46 $2.41K - $2.83K
61 $2.55M
ABEV
Ambev S.A.

Consumer Defensive
1.38K
New
$1.85 - $2.56 $2.55K - $3.53K
1.38K $2.55M
SCHP
Schwab Strategic Us Tips ETF

ETFs
97
New
$25.74 - $53.78 $2.5K - $5.22K
97 $2.51M
PCAR
Paccar Inc

Industrials
24
New
$97.92 - $118.41 $2.35K - $2.84K
24 $2.5M
CCL
Carnival Corp

Consumer Cyclical
100
New
$17.34 - $26.8 $1.73K - $2.68K
100 $2.49M
IHDG
Wisdomtree Tr

ETFs
56
New
$43.38 - $46.0 $2.43K - $2.58K
56 $2.43M
TIMB
Tim S.A.

Communication Services
203
New
$11.71 - $17.19 $2.38K - $3.49K
203 $2.39M
HPQ
Hp Inc

Technology
71
New
$32.46 - $39.3 $2.3K - $2.79K
71 $2.32M
F
Ford Motor CO

Consumer Cyclical
224
New
$9.69 - $11.4 $2.17K - $2.55K
224 $2.22M
IWR
Ishares Russell Mid Cap ETF

ETFs
25
New
$87.25 - $95.52 $2.18K - $2.39K
25 $2.21M
VEA
Vanguard Ftse Developed Market

ETFs
46
New
$47.57 - $52.44 $2.19K - $2.41K
46 $2.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
24
New
$91.29 - $91.8 $2.19K - $2.2K
24 $2.19M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
43
New
$50.53 - $55.55 $2.17K - $2.39K
43 $2.19M
CAH
Cardinal Health Inc

Healthcare
18
New
$107.89 - $125.33 $1.94K - $2.26K
18 $2.13M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
66
New
$31.99 - $33.51 $2.11K - $2.21K
66 $2.13M
MOS
Mosaic CO

Basic Materials
85
New
$23.87 - $28.34 $2.03K - $2.41K
85 $2.09M
KR
Kroger CO

Consumer Defensive
34
New
$55.21 - $63.3 $1.88K - $2.15K
34 $2.08M
FLS
Flowserve Corp

Industrials
36
New
$51.87 - $62.0 $1.87K - $2.23K
36 $2.08M
TDIV
First Trust Nasdaq Technology

ETFs
26
New
$78.03 - $82.13 $2.03K - $2.14K
26 $2.04M
IWD
Ishares Russell 1000 Val ETF

ETFs
11
New
$183.23 - $199.79 $2.02K - $2.2K
11 $2.04M
CNA
Cna Financial Corp

Financial Services
42
New
$46.76 - $50.95 $1.96K - $2.14K
42 $2.03M
EXC
Exelon Corp

Utilities
53
New
$36.22 - $40.97 $1.92K - $2.17K
53 $2M
DWAC
Digital World Acquisition Corp.

Financial Services
58
New
N/A
58 $1.98M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
37
New
$51.31 - $55.61 $1.9K - $2.06K
37 $1.98M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
51
New
$38.37 - $42.82 $1.96K - $2.18K
51 $1.96M
ROIV
Roivant Sciences Ltd.

Healthcare
165
New
$11.16 - $12.71 $1.84K - $2.1K
165 $1.95M
FTCS
First Trust Capital Strength E

ETFs
22
New
$87.62 - $94.03 $1.93K - $2.07K
22 $1.93M
C
Citigroup Inc

Financial Services
27
New
$61.31 - $72.5 $1.66K - $1.96K
27 $1.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
20
New
$89.97 - $98.59 $1.8K - $1.97K
20 $1.9M
NRG
Nrg Energy, Inc.

Utilities
21
New
$85.3 - $101.61 $1.79K - $2.13K
21 $1.9M
FDT
First Trust Developed Markets

ETFs
35
New
$53.27 - $57.72 $1.86K - $2.02K
35 $1.89M
QTEC
First Trust Nasdaq 100 Technol

ETFs
10
New
$185.87 - $204.12 $1.86K - $2.04K
10 $1.88M
FVD
First Tr Value Line Divid Inde

ETFs
43
New
$43.4 - $46.7 $1.87K - $2.01K
43 $1.88M
SNX
Td Synnex Corp

Technology
16
New
$114.71 - $125.79 $1.84K - $2.01K
16 $1.88M
NTAP
Net App, Inc.

Technology
16
New
$115.31 - $131.11 $1.84K - $2.1K
16 $1.86M
LYB
Lyondell Basell Industries N.V.

Basic Materials
24
New
$72.97 - $96.75 $1.75K - $2.32K
24 $1.78M
L
Loews Corp

Financial Services
21
New
$76.49 - $87.05 $1.61K - $1.83K
21 $1.78M
Arista Networks Inc
16
New
N/A
16 $1.77M
MU
Micron Technology Inc

Technology
21
New
$84.16 - $113.41 $1.77K - $2.38K
21 $1.77M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
22
New
$78.43 - $87.17 $1.73K - $1.92K
22 $1.76M
FTA
First Tr Large Cap Value

ETFs
23
New
$75.21 - $83.49 $1.73K - $1.92K
23 $1.76M
SPH
Suburban Propane Partners LP

Utilities
102
New
$17.0 - $19.85 $1.73K - $2.02K
102 $1.75M
XLI
Industrial Sector Spdr

ETFs
13
New
$131.76 - $143.99 $1.71K - $1.87K
13 $1.71M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
73
New
$23.11 - $25.17 $1.69K - $1.84K
73 $1.69M
USB
Us Bancorp \De\

Financial Services
35
New
$43.98 - $53.66 $1.54K - $1.88K
35 $1.67M
RPRX
Royalty Pharma PLC

Healthcare
64
New
$24.28 - $28.39 $1.55K - $1.82K
64 $1.63M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
23
New
$70.31 - $77.39 $1.62K - $1.78K
23 $1.62M
Activity Summary
Buys All Purchases 846 New Holdings 846 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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