Ehrlich Financial Group Incresed Positions in Q3 2024

Ehrlich Financial Group

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
81.1K
+ 640.91%
$40.41 - $42.73 $3.28M - $3.46M
93.7K $3.98B
EFV
Msci Eafe Value ETF

ETFs
36.8K
+ 85.73%
$51.72 - $57.96 $1.9M - $2.13M
79.6K $4.58B
SPTS
Spdr Portfolio Short Term Trea

ETFs
57.6K
+ 522.73%
$28.75 - $29.46 $1.66M - $1.7M
68.6K $2.02B
AVUS
American Centy ETF Tr Avantis

ETFs
7.91K
+ 9.33%
$86.27 - $95.15 $682K - $752K
92.6K $8.81B
Blackrock ETF Trust Ii
20.8K
+ 55.96%
N/A
58K $3.11B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
22.1K
+ 201.14%
$49.69 - $50.5 $1.1M - $1.12M
33.1K $1.67B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.1K
+ 12.99%
$44.24 - $49.47 $710K - $794K
140K $6.91B
CMF
Ishares California Muni Bond E

ETFs
13.2K
+ 16.58%
$56.65 - $58.17 $745K - $765K
92.5K $5.38B
XLK
Technology Sector Spdr

ETFs
2.76K
+ 19.79%
$197.34 - $237.68 $545K - $657K
16.7K $3.78B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.2K
+ 149.75%
$50.52 - $50.95 $515K - $520K
17K $865M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
906
+ 98.05%
$475.2 - $527.7 $431K - $478K
1.83K $966M
QQQ
Invesco Qqq Trust, Series 1

ETFs
828
+ 38.91%
$434.77 - $502.96 $360K - $416K
2.96K $1.44B
EFG
Msci Eafe Growth ETF

ETFs
2.21K
+ 6.52%
$96.84 - $108.77 $214K - $240K
36K $3.88B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.51K
+ 5.79%
$89.91 - $101.33 $135K - $153K
27.5K $2.7B
GIGB
Goldman Sachs ETF Access Invt
3.12K
+ 29.78%
N/A
13.6K $644M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
572
+ 3.91%
$77.02 - $85.06 $44.1K - $48.7K
15.2K $1.28B
AAPL
Apple Inc.

Technology
14
+ 0.22%
$207.23 - $234.82 $2.9K - $3.29K
6.26K $1.46B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.76K
+ 25.15%
$62.4 - $62.4 $110K - $110K
8.74K $580M
MUB
Ishares National Muni Bond ETF

ETFs
967
+ 12.78%
$106.13 - $108.7 $103K - $105K
8.53K $927M
CORP
Pimco Investment Grade Corp Bd

ETFs
985
+ 38.16%
$94.36 - $100.01 $92.9K - $98.5K
3.57K $355M
SLV
I Shares Silver Trust

ETFs
1.47K
+ 4.63%
$24.33 - $29.38 $35.7K - $43.1K
33.2K $943M
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
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
46
+ 0.25%
$12.58 - $14.06 $579 - $647
18.6K $252M
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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