Denver Wealth Management, Inc. Reduced Holdings in Q3 2024

Denver Wealth Management, Inc.

  • $200 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-60.9K
- 59.28%
$21.05 - $21.17 $1.28M - $1.29M
41.9K $884K
OMFL
Invesco Exchange Traded Self I

ETFs
-14.5K
- 70.34%
$47.65 - $52.99 $693K - $771K
6.13K $324K
BSMO
Invesco Bulletshares 2024 Muni

ETFs
-8.31K
- 21.13%
$24.78 - $24.91 $206K - $207K
31K $769K
CVX
Chevron Corp

Energy
-240
- 9.94%
$137.88 - $161.97 $33.1K - $38.9K
2.18K $320K
COP
Conocophillips

Energy
-8
- 0.4%
$102.3 - $116.61 $818 - $933
2K $210K
IHDG
Wisdomtree Tr

ETFs
-388
- 1.76%
$42.42 - $46.78 $16.5K - $18.2K
21.6K $988K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-124
- 2.14%
$434.77 - $502.96 $53.9K - $62.4K
5.67K $2.77M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-1.7K
- 6.85%
$22.96 - $24.67 $39K - $41.9K
23.1K $570K
RYE
Invesco Exchange Traded Fd Tr

ETFs
-495
- 13.77%
N/A
3.1K $0
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-964
- 6.11%
$75.88 - $83.21 $73.1K - $80.2K
14.8K $1.23M
XOM
Exxon Mobil Corp

Energy
-59
- 1.21%
$109.72 - $119.0 $6.47K - $7.02K
4.83K $566K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-390
- 2.03%
$17.27 - $19.44 $6.74K - $7.58K
18.8K $365K
CHGX
Investment Managers Ser Tr Ii

ETFs
-337
- 3.45%
$34.58 - $38.49 $11.7K - $13K
9.44K $363K
PFE
Pfizer Inc

Healthcare
-9
- 0.07%
$27.7 - $31.39 $249 - $283
13.4K $387K
VUG
Vanguard Growth ETF

ETFs
-1
- 0.07%
$341.08 - $391.94 $341 - $392
1.47K $562K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-64
- 3.73%
$386.81 - $423.12 $24.8K - $27.1K
1.65K $699K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 0.12%
$523.84 - $572.02 $524 - $572
856 $487K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.19K
- 5.65%
$46.17 - $51.13 $54.9K - $60.8K
19.8K $1.01M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.02K
- 4.47%
$41.02 - $46.01 $41.9K - $47K
21.9K $994K
SPYG
Spdr Portfolio

ETFs
-1.93K
- 2.64%
$73.38 - $84.1 $142K - $162K
71.1K $5.89M
FVD
First Tr Value Line Divid Inde

ETFs
-1.91K
- 5.68%
$40.45 - $45.49 $77.1K - $86.7K
31.6K $1.44M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.13K
- 4.6%
$85.03 - $94.56 $96.4K - $107K
23.5K $2.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-36
- 1.3%
$405.19 - $478.57 $14.6K - $17.2K
2.73K $1.26M
O
Realty Income Corp

Real Estate
-147
- 1.04%
$52.36 - $63.42 $7.7K - $9.32K
14K $887K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-35
- 0.11%
$332.02 - $382.76 $11.6K - $13.4K
32.3K $12.1M
AAPL
Apple Inc.

Technology
-1K
- 2.85%
$207.23 - $234.82 $207K - $235K
34.1K $7.95M
XLU
Utilities Sector Spdr

ETFs
-738
- 1.39%
$67.67 - $80.78 $49.9K - $59.6K
52.2K $4.21M
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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