Element Wealth, LLC Sells in Q1 2025

Element Wealth, LLC

  • $181 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EWC
Ishares Msci Canada ETF

ETFs
-4
- 0.08%
$39.3 - $42.52 $157 - $170
4.93K $200K
FEM
First Trust Emerging Markets A

ETFs
-185
- 2.03%
$21.28 - $23.9 $3.94K - $4.42K
8.92K $203K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-163
- 5.79%
$74.85 - $84.89 $12.2K - $13.8K
2.65K $216K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-170
- 1.92%
$97.38 - $104.52 $16.6K - $17.8K
8.7K $888K
WFC
Wells Fargo & Company

Financial Services
-195
- 1.62%
$66.78 - $81.42 $13K - $15.9K
11.9K $851K
CORP
Pimco Investment Grade Corp Bd

ETFs
-50
- 0.76%
$93.89 - $97.32 $4.69K - $4.87K
6.52K $630K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-113
- 2.47%
$81.43 - $87.33 $9.2K - $9.87K
4.46K $386K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-13
- 0.08%
$81.83 - $82.73 $1.06K - $1.08K
15.7K $1.3M
LLY
Eli Lilly & CO

Healthcare
-20
- 4.18%
$725.72 - $929.72 $14.5K - $18.6K
459 $379K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-7
- 0.07%
$59.63 - $64.37 $417 - $451
9.56K $595K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2
- 0.04%
$114.57 - $118.14 $229 - $236
4.61K $544K
FDT
First Trust Developed Markets

ETFs
-97
- 2.29%
$53.51 - $60.98 $5.19K - $5.92K
4.15K $241K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-524
- 1.6%
$25.81 - $28.52 $13.5K - $14.9K
32.3K $889K
IDV
Ishares Tr

ETFs
-914
- 7.45%
$27.0 - $31.7 $24.7K - $29K
11.4K $352K
PLTR
Palantir Technologies Inc.

Technology
-200
- 4.85%
$64.98 - $124.62 $13K - $24.9K
3.92K $331K
MDT
Medtronic PLC

Healthcare
-25
- 0.88%
$79.84 - $94.5 $2K - $2.36K
2.83K $254K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-61
- 0.33%
$39.65 - $43.35 $2.42K - $2.64K
18.2K $766K
KO
Coca Cola CO

Consumer Defensive
-296
- 4.95%
$60.81 - $72.32 $18K - $21.4K
5.68K $406K
V
Visa Inc.

Financial Services
-75
- 4.13%
$306.92 - $362.71 $23K - $27.2K
1.74K $610K
SO
Southern CO

Utilities
-365
- 4.39%
$80.96 - $92.96 $29.6K - $33.9K
7.95K $731K
FIDI
Fidelity Covington Tr

ETFs
-477
- 1.27%
$19.41 - $22.35 $9.26K - $10.7K
37.1K $795K
PAXS
Pimco Access Income Fund

Financial Services
-8.26K
- 3.62%
$15.31 - $16.37 $126K - $135K
220K $3.53M
XOM
Exxon Mobil Corp

Energy
-135
- 1.69%
$105.44 - $118.93 $14.2K - $16.1K
7.84K $932K
IXUS
Ishares Tr

ETFs
-200
- 0.71%
$65.06 - $72.31 $13K - $14.5K
28.1K $1.96M
ABBV
Abb Vie Inc.

Healthcare
-99
- 1.83%
$169.2 - $216.66 $16.8K - $21.4K
5.31K $1.11M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-21
- 0.08%
$53.69 - $62.68 $1.13K - $1.32K
24.7K $1.49M
IEFA
Ishares Tr

ETFs
-698
- 1.33%
$69.57 - $78.65 $48.6K - $54.9K
51.7K $3.91M
Activity Summary
Buys All Purchases 64 New Holdings 8 Increased Positions 56 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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