Comprehensive Wealth Management, LLC Purchases in Q3 2024

Comprehensive Wealth Management, LLC

  • $151 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
554K
+ 32.61%
$17.02 - $18.39 $9.42M - $10.2M
2.25M $41.1M
XLK
Technology Sector Spdr

ETFs
4.3K
+ 21.15%
$197.34 - $237.68 $849K - $1.02M
24.6K $5.56M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
18K
+ 31.86%
$29.41 - $32.91 $529K - $592K
74.4K $2.43M
PXE
Invesco Exchange Traded Fd Tr

ETFs
20K
New
$28.95 - $33.76 $578K - $674K
20K $591K
HDG
Proshares Trust Proshares He

ETFs
9.1K
+ 37.15%
$48.77 - $50.19 $444K - $457K
33.6K $1.68M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.22K
+ 80.19%
$33.89 - $41.64 $279K - $342K
18.5K $735K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.53K
+ 3.49%
$49.77 - $51.95 $76K - $79.4K
45.3K $2.35M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
733
+ 7.38%
$110.22 - $120.89 $80.8K - $88.6K
10.7K $1.28M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
279
+ 6.02%
$196.3 - $218.19 $54.8K - $60.9K
4.91K $1.07M
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.8K
+ 7.3%
$34.69 - $36.83 $132K - $140K
55.9K $1.98M
XSMO
Invesco S&P Smallcap Momentum

ETFs
240
+ 2.35%
$59.5 - $67.14 $14.3K - $16.1K
10.5K $692K
XLV
Select Sector Spdr Fund Health

ETFs
249
+ 5.12%
$143.3 - $157.24 $35.7K - $39.2K
5.11K $787K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.04K
+ 20.19%
$91.43 - $117.51 $95K - $122K
6.19K $655K
LKOR
Flexshares Cr Scored Us Long C

ETFs
843
+ 6.77%
$41.93 - $46.12 $35.3K - $38.9K
13.3K $605K
IYK
Ishares U.S. Consumer Staples

ETFs
351
+ 4.14%
$65.27 - $72.12 $22.9K - $25.3K
8.83K $623K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.3K
+ 9.29%
$28.11 - $29.42 $36.4K - $38.1K
15.2K $448K
XLF
Financial Sector Spdr

ETFs
357
+ 4.4%
$40.84 - $45.74 $14.6K - $16.3K
8.47K $383K
USTB
Victory Portfolios Ii Victorys

ETFs
762
+ 6.85%
$49.79 - $50.91 $37.9K - $38.8K
11.9K $603K
VGLT
Vanguard Long Term Treasury Et

ETFs
307
+ 4.44%
$56.52 - $63.23 $17.4K - $19.4K
7.22K $444K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
146
+ 4.43%
$178.94 - $207.0 $26.1K - $30.2K
3.44K $690K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
423
+ 2.32%
$22.21 - $23.14 $9.39K - $9.79K
18.6K $429K
Capitol Ser Tr
354
+ 4.52%
N/A
8.19K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
1.7K
+ 6.91%
N/A
26.3K $0
MSFT
Microsoft Corp

Technology
5
+ 0.11%
$395.15 - $467.56 $1.98K - $2.34K
4.43K $1.91M
Activity Summary
Buys All Purchases 25 New Holdings 1 Increased Positions 24 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Comprehensive Wealth Management, LLC Portfolio

Follow Comprehensive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email