Ehrlich Financial Group Purchases in Q3 2024

Ehrlich Financial Group

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMBS
Janus Detroit Str Tr Henderson

ETFs
12
+ 0.03%
$44.13 - $47.01 $530 - $564
42.7K $1.99B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.02%
$125.95 - $142.04 $126 - $142
4.55K $646M
OEF
Ishares S&P 100 ETF

ETFs
122
+ 4.77%
$266.03 - $266.03 $32.5K - $32.5K
2.68K $742M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
197
+ 5.71%
$117.9 - $128.2 $23.2K - $25.3K
3.65K $468M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.01%
$41.02 - $46.01 $82 - $92
13.8K $627M
IFRA
Ishares Tr

ETFs
364
+ 5.0%
$41.55 - $46.97 $15.1K - $17.1K
7.64K $359M
AXP
American Express CO

Financial Services
6
+ 0.54%
$225.92 - $271.17 $1.36K - $1.63K
1.11K $300M
AVGO
Broadcom Inc.

Technology
2.12K
+ 945.98%
$136.27 - $1745.86 $289K - $3.7M
2.34K $404M
JPM
Jpmorgan Chase & CO

Financial Services
54
+ 1.65%
$194.9 - $224.8 $10.5K - $12.1K
3.33K $702M
ICVT
Ishares Tr Convertible Bond Et

ETFs
300
+ 11.61%
$77.24 - $83.67 $23.2K - $25.1K
2.89K $241M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
20
+ 2.71%
$305.34 - $350.41 $6.11K - $7.01K
757 $261M
JBBB
Janus Detroit Str Tr Henderson

ETFs
337
+ 4.63%
$48.27 - $49.33 $16.3K - $16.6K
7.61K $372M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
5
+ 0.03%
$18.55 - $19.57 $92.8 - $97.9
17.9K $344M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10
+ 0.33%
$92.63 - $105.69 $926 - $1.06K
3.04K $317M
IXC
Ishares Tr Global Energy ETF

ETFs
364
+ 4.94%
$38.94 - $42.35 $14.2K - $15.4K
7.73K $313M
LLY
Eli Lilly & CO

Healthcare
9
+ 3.81%
$772.14 - $960.02 $6.95K - $8.64K
245 $217M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$149.54 - $192.66 $150 - $193
1.35K $226M
EW
Edwards Lifesciences Corp

Healthcare
220
+ 2.14%
$59.7 - $93.78 $13.1K - $20.6K
10.5K $693M
Activity Summary
Buys All Purchases 69 New Holdings 28 Increased Positions 41 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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