Db Wealth Management Group, LLC Purchases in Q4 2023

Db Wealth Management Group, LLC

  • $169 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
50.6K
+ 895.99%
$410.68 - $476.69 $20.8M - $24.1M
56.2K $26.7M
VTI
Vanguard Total Stock Market Et

ETFs
11.6K
+ 45.18%
$203.12 - $238.25 $2.37M - $2.77M
37.4K $8.88M
CGDV
Capital Group Divid Value ETF

ETFs
49.2K
+ 16.88%
$25.56 - $30.04 $1.26M - $1.48M
340K $10.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.47K
+ 14.26%
$232.04 - $279.85 $804K - $970K
27.8K $7.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
14.9K
+ 840.94%
$90.04 - $105.69 $1.34M - $1.57M
16.7K $1.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.83K
+ 21.31%
$343.66 - $411.5 $630K - $754K
10.4K $4.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.06K
+ 2.24%
$65.84 - $75.47 $202K - $231K
140K $10.5M
VUG
Vanguard Growth ETF

ETFs
2.18K
+ 36.28%
$261.54 - $312.16 $570K - $681K
8.19K $2.55M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.76K
+ 22.4%
$87.61 - $110.11 $417K - $524K
26K $2.81M
CWB
Spdr Bloomberg Convertible Sec

ETFs
10.3K
+ 120.7%
$64.68 - $72.47 $668K - $748K
18.9K $1.36M
KCE
Spdr S&P Capital Markets ETF

ETFs
6.85K
New
$80.3 - $102.81 $550K - $704K
6.85K $698K
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.53K
+ 84.27%
$137.75 - $176.94 $348K - $447K
5.53K $969K
PFF
Ishares Trust Ishares Pfd And

ETFs
15.5K
+ 76.41%
$28.34 - $31.4 $440K - $488K
35.9K $1.12M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.45K
+ 11.27%
$109.6 - $136.33 $159K - $198K
14.3K $1.94M
SRLN
Ssga Active Trust

ETFs
11.1K
+ 18.58%
$41.29 - $41.98 $459K - $467K
71K $2.98M
MBB
Ishares Tr

ETFs
4.36K
+ 31128.57%
$85.82 - $94.55 $374K - $412K
4.37K $411K
DWM
Wisdomtree Tr

ETFs
270
+ 0.29%
$46.5 - $52.58 $12.6K - $14.2K
92K $4.83M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.18K
New
$39.26 - $48.89 $242K - $302K
6.18K $296K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.37K
+ 118.18%
$73.81 - $81.64 $249K - $275K
6.22K $505K
SCHA
Schwab Strategic Tr Us Small C

ETFs
620
+ 1.59%
$38.13 - $48.02 $23.6K - $29.8K
39.5K $1.87M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.29K
+ 6.87%
$63.01 - $75.95 $81.4K - $98.1K
20.1K $1.51M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.18K
+ 62.52%
$37.52 - $40.38 $195K - $209K
13.5K $542K
MGK
Vanguard Mega Cap Growth ETF

ETFs
223
+ 4.88%
$218.97 - $260.54 $48.8K - $58.1K
4.79K $1.24M
VB
Vanguard Small Cap ETF

ETFs
860
+ 94.4%
$175.26 - $215.9 $151K - $186K
1.77K $377K
PEP
Pepsico Inc

Consumer Defensive
1.11K
+ 277.56%
$158.08 - $172.01 $176K - $191K
1.51K $257K
ITB
Ishares Tr

ETFs
656
+ 12.49%
$71.4 - $102.59 $46.8K - $67.3K
5.91K $601K
VGT
Vanguard Information Technolog

ETFs
176
+ 12.05%
$399.56 - $486.79 $70.3K - $85.7K
1.64K $791K
FXR
First Trust Industrials/Produc

ETFs
615
+ 4.22%
$53.31 - $65.16 $32.8K - $40.1K
15.2K $986K
PKW
Invesco Exchange Traded Fd Tr

ETFs
829
+ 17.14%
$84.45 - $99.49 $70K - $82.5K
5.67K $561K
MSFT
Microsoft Corp

Technology
1
+ 0.05%
$313.39 - $382.7 $313 - $383
2.06K $773K
IWD
Ishares Russell 1000 Val ETF

ETFs
144
+ 2.08%
$143.69 - $165.7 $20.7K - $23.9K
7.07K $1.17M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.03%
$127.66 - $147.99 $255 - $296
7.12K $1.05M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.24K
+ 130.74%
$65.9 - $75.7 $81.8K - $94K
2.19K $165K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
390
+ 4.5%
$56.23 - $67.47 $21.9K - $26.3K
9.05K $607K
XLK
Technology Sector Spdr

ETFs
440
New
$160.19 - $193.07 $70.5K - $85K
440 $84K
VO
Vanguard Mid Cap ETF

ETFs
8
+ 0.27%
$195.66 - $233.95 $1.57K - $1.87K
2.97K $690K
MGC
Vanguard Mega Cap ETF

ETFs
6
+ 0.19%
$146.46 - $169.92 $879 - $1.02K
3.11K $525K
VOT
Vanguard Mid Cap Growth Index

ETFs
79
+ 5.23%
$180.9 - $221.2 $14.3K - $17.5K
1.59K $349K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
503
New
$93.11 - $109.52 $46.8K - $55.1K
503 $54K
XLC
Select Sector Spdr Tr Communic

ETFs
690
New
$63.09 - $73.1 $43.5K - $50.4K
690 $50K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.06K
+ 167.67%
$32.04 - $36.15 $33.9K - $38.2K
1.69K $60K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.76K
+ 17.98%
$15.46 - $16.92 $27.3K - $29.8K
11.6K $195K
ITA
Ishares Tr

ETFs
24
+ 1.46%
$103.16 - $126.68 $2.48K - $3.04K
1.67K $211K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.07%
$135.69 - $170.3 $136 - $170
1.44K $244K
XYL
Xylem Inc.

Industrials
1
+ 0.07%
$87.76 - $114.38 $87.8 - $114
1.34K $152K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
833
+ 122.5%
$19.14 - $25.75 $15.9K - $21.4K
1.51K $38K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.05%
$61.43 - $70.36 $123 - $141
3.73K $261K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
358
New
$58.23 - $69.0 $20.8K - $24.7K
358 $24K
XLI
Industrial Sector Spdr

ETFs
27
+ 2.12%
$96.44 - $114.13 $2.6K - $3.08K
1.3K $148K
Activity Summary
Buys All Purchases 75 New Holdings 15 Increased Positions 60 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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