Comprehensive Money Management Services LLC Purchases in Q3 2025

Comprehensive Money Management Services LLC

  • $133 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
7.28K
New
$50.93 - $53.85 $371K - $392K
7.28K $387K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
4.16K
New
$40.33 - $66.97 $168K - $278K
4.16K $273K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
2.54K
New
$67.16 - $93.48 $170K - $237K
2.54K $236K
IQDF
Flexshares International Quali

ETFs
7.13K
New
$27.02 - $28.94 $193K - $206K
7.13K $203K
EFV
Msci Eafe Value ETF

ETFs
3.01K
New
$62.79 - $68.42 $189K - $206K
3.01K $203K
CSHI
Shp ETF Tr Neos Enhanced Incom
6.94K
New
N/A
6.94K $0
Global X Fds
5.24K
New
N/A
5.24K $0
Cohen & Steers Infrastructur
12.2K
New
N/A
12.2K $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
900
+ 7.76%
$13.69 - $15.48 $12.3K - $13.9K
12.5K $171K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
9.61K
+ 49.75%
$9.2 - $10.5 $88.4K - $101K
28.9K $300K
AGRO
Adecoagro S.A.

Consumer Defensive
20.8K
+ 92.98%
$7.84 - $9.56 $163K - $199K
43.2K $338K
AM
Antero Midstream Corp

Energy
500
+ 4.02%
$16.87 - $19.58 $8.44K - $9.79K
12.9K $251K
XYLG
Global X Fds S&P 500 Covered C

ETFs
40
+ 0.46%
$27.54 - $28.87 $1.1K - $1.15K
8.68K $249K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.95K
+ 43.32%
$53.81 - $57.52 $105K - $112K
6.44K $370K
FLLA
Franklin Templeton ETF Tr

ETFs
2.88K
+ 25.42%
$20.54 - $23.6 $59.2K - $68K
14.2K $333K
Goldman Sachs ETF Tr
445
+ 8.55%
N/A
5.65K $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
188
+ 3.59%
$55.61 - $57.37 $10.5K - $10.8K
5.43K $309K
Goldman Sachs ETF Tr
847
+ 13.58%
N/A
7.08K $0
O
Realty Income Corp

Real Estate
100
+ 1.74%
$56.13 - $60.79 $5.61K - $6.08K
5.85K $355K
CWCO
Consolidated Water Co. Ltd.

Utilities
40
+ 0.35%
$28.43 - $35.25 $1.14K - $1.41K
11.5K $404K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
193
+ 4.43%
$83.08 - $100.2 $16K - $19.3K
4.55K $455K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.9K
+ 9.66%
$17.96 - $19.62 $34.1K - $37.3K
21.6K $401K
FLS
Flowserve Corp

Industrials
140
+ 1.92%
$51.98 - $57.7 $7.28K - $8.08K
7.42K $394K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
2.38K
+ 3.3%
$5.61 - $5.84 $13.4K - $13.9K
74.5K $428K
PCH
Potlatchdeltic Corp

Real Estate
4.65K
+ 40.83%
$39.34 - $44.24 $183K - $206K
16K $653K
MAA
Mid America Apartment Communities Inc.

Real Estate
10
+ 0.33%
$138.38 - $153.2 $1.38K - $1.53K
3.02K $421K
ENB
Enbridge Inc

Energy
1.1K
+ 10.98%
$43.79 - $50.46 $48K - $55.3K
11.1K $558K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
22
+ 0.63%
$133.48 - $144.38 $2.94K - $3.18K
3.52K $501K
BXSL
Blackstone Secured Lending Fund

Financial Services
440
+ 2.67%
$26.07 - $32.55 $11.5K - $14.3K
16.9K $441K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
6.82K
+ 8.86%
$7.36 - $7.74 $50.2K - $52.8K
83.8K $616K
ICVT
Ishares Tr Convertible Bond Et

ETFs
48
+ 0.73%
$89.29 - $100.17 $4.29K - $4.81K
6.66K $665K
Brookfield Renewable Corp
3.49K
+ 17.31%
N/A
23.6K $0
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
5.2K
+ 7.76%
$10.01 - $10.55 $52K - $54.8K
72.2K $744K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
465
+ 2.85%
$42.26 - $47.16 $19.7K - $21.9K
16.8K $778K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
2.35K
+ 8.49%
$24.87 - $25.69 $58.4K - $60.4K
30K $765K
COMB
Graniteshares ETF Tr Bloomber

ETFs
202
+ 0.6%
$20.58 - $21.88 $4.16K - $4.42K
33.9K $739K
VNQ
Vanguard Specialized Funds Van

ETFs
841
+ 9.74%
$88.47 - $93.24 $74.4K - $78.4K
9.47K $866K
RVT
Royce Value Trust, Inc.

Financial Services
4.25K
+ 8.15%
$14.94 - $16.5 $63.4K - $70K
56.3K $908K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
4.27K
+ 11.0%
$20.76 - $21.78 $88.6K - $93K
43.1K $929K
PICK
Ishares Inc Msci Global Select

ETFs
2.73K
+ 12.46%
$37.92 - $44.52 $104K - $122K
24.6K $1.1M
RYN
Rayonier Inc

Real Estate
9.56K
+ 23.82%
$22.68 - $27.11 $217K - $259K
49.7K $1.32M
VDE
Vanguard Energy ETF

ETFs
312
+ 3.77%
$118.37 - $129.65 $36.9K - $40.5K
8.59K $1.08M
VAW
Vanguard Materials ETF

ETFs
95
+ 1.85%
$193.21 - $210.15 $18.4K - $20K
5.22K $1.07M
GII
Spdr S&P Global Infrasture ETF

ETFs
5
+ 0.03%
$66.35 - $69.9 $332 - $350
15.9K $1.1M
VEGI
Ishares Inc Msci Global Agricu

ETFs
2.67K
+ 9.94%
$39.23 - $41.26 $105K - $110K
29.5K $1.16M
KOMP
Spdr S&P Kensho New Economies

ETFs
51
+ 0.25%
$54.38 - $62.69 $2.77K - $3.2K
20.3K $1.26M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
125
+ 0.58%
$50.85 - $51.35 $6.36K - $6.42K
21.8K $1.12M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
2.17K
+ 3.78%
$20.34 - $21.61 $44K - $46.8K
59.4K $1.28M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
2.77K
+ 9.08%
$38.13 - $39.74 $106K - $110K
33.3K $1.31M
Activity Summary
Buys All Purchases 67 New Holdings 8 Increased Positions 59 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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