Cws Financial Advisors, LLC Incresed Positions in Q3 2024

Cws Financial Advisors, LLC

  • $277 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.08%
$96.25 - $101.98 $193 - $204
2.49K $252K
PRU
Prudential Financial Inc

Financial Services
15
+ 0.83%
$105.53 - $127.32 $1.58K - $1.91K
1.83K $221K
AMZN
Amazon Com Inc

Consumer Cyclical
275
+ 4.0%
$161.02 - $200.0 $44.3K - $55K
7.16K $1.33M
Linde PLC
82
+ 9.72%
N/A
926 $0
Capital Group Core Balanced
13.2K
+ 83.13%
N/A
29K $0
VUSB
Vanguard Bd Index Fds
15.7K
+ 57.59%
N/A
43.1K $0
Capital Grp Fixed Incm ETF T
1.67K
+ 18.36%
N/A
10.7K $0
GOOG
Alphabet Inc.

Communication Services
178
+ 8.33%
$149.54 - $192.66 $26.6K - $34.3K
2.32K $387K
QCOM
Qualcomm Inc

Technology
1
+ 0.07%
$156.12 - $209.64 $156 - $210
1.37K $232K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.04%
$148.65 - $191.18 $297 - $382
5.51K $913K
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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