Colonial River Wealth Management, LLC Sells in Q4 2024

Colonial River Wealth Management, LLC

  • $205 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-23
- 0.45%
$44.04 - $49.49 $1.01K - $1.14K
5.04K $222K
SPY
Spdr S&P 500 ETF Trust

ETFs
-43
- 6.13%
$567.81 - $607.81 $24.4K - $26.1K
658 $385K
VIG
Vanguard Dividend Appreciation

ETFs
-60
- 4.58%
N/A
1.25K $227K
WM
Waste Management Inc

Industrials
-12
- 1.16%
$201.79 - $228.46 $2.42K - $2.74K
1.02K $206K
BMY
Bristol Myers Squibb CO

Healthcare
-570
- 11.37%
$51.92 - $59.94 $29.6K - $34.2K
4.44K $251K
CRM
Salesforce, Inc.

Technology
-574
- 18.61%
$270.87 - $367.87 $155K - $211K
2.51K $839K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-133
- 0.65%
$25.35 - $25.53 $3.37K - $3.4K
20.3K $515K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-324
- 3.13%
$15.97 - $16.79 $5.17K - $5.44K
10K $163K
VB
Vanguard Small Cap ETF

ETFs
-27
- 3.03%
$233.76 - $261.58 $6.31K - $7.06K
865 $207K
MGIC
Magic Software Enterprises LTD

Technology
-560
- 3.45%
$10.75 - $12.86 $6.02K - $7.2K
15.7K $188K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-305
- 2.32%
$17.93 - $18.8 $5.47K - $5.73K
12.9K $234K
ETN
Eaton Corp PLC

Industrials
-8
- 0.39%
$326.96 - $377.52 $2.62K - $3.02K
2.04K $678K
VGT
Vanguard Information Technolog

ETFs
-21
- 5.34%
$571.78 - $647.97 $12K - $13.6K
372 $231K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-199
- 1.72%
$69.3 - $74.3 $13.8K - $14.8K
11.3K $810K
ALLY
Ally Financial Inc.

Financial Services
-25
- 0.39%
$34.12 - $39.98 $853 - $999
6.4K $230K
TFC
Truist Financial Corp

Financial Services
-54
- 0.64%
$41.51 - $48.1 $2.24K - $2.6K
8.45K $366K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-50
- 2.56%
$129.96 - $144.97 $6.5K - $7.25K
1.91K $265K
GILD
Gilead Sciences, Inc.

Healthcare
-193
- 5.84%
$83.95 - $97.9 $16.2K - $18.9K
3.11K $287K
XLC
Select Sector Spdr Tr Communic

ETFs
-34
- 1.1%
$89.66 - $102.16 $3.05K - $3.47K
3.05K $294K
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 0.78%
$873.59 - $994.69 $16.6K - $18.9K
2.43K $2.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
-105
- 4.18%
$275.15 - $388.2 $28.9K - $40.8K
2.41K $822K
WMT
Walmart Inc.

Consumer Defensive
-21
- 0.08%
$79.1 - $95.7 $1.66K - $2.01K
25.6K $2.31M
CGGR
Capital Group Growth ETF Shs C

ETFs
-227
- 0.21%
$34.49 - $39.24 $7.83K - $8.91K
109K $4.04M
GOOGL
Alphabet Inc.

Communication Services
-222
- 1.19%
$161.86 - $196.66 $35.9K - $43.7K
18.5K $3.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.68K
- 7.61%
$180.88 - $232.93 $484K - $623K
32.5K $7.13M
Activity Summary
Buys All Purchases 124 New Holdings 15 Increased Positions 109 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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