Elmwood Wealth Management, Inc. Purchases in Q3 2024

Elmwood Wealth Management, Inc.

  • $222 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
10.3K
New
N/A
10.3K $0
Goldman Sachs ETF Tr
3.5K
+ 4.94%
N/A
74.4K $0
KOCT
Innovator Laddered Fund Of U.S
7K
New
N/A
7K $0
HON
Honeywell International Inc

Industrials
44
+ 0.98%
$196.73 - $220.21 $8.66K - $9.69K
4.53K $935K
DIS
Walt Disney CO

Communication Services
18
+ 0.14%
$85.6 - $98.61 $1.54K - $1.77K
13.2K $1.26M
NTLA
Intellia Therapeutics, Inc.

Healthcare
600
+ 0.89%
$19.72 - $27.36 $11.8K - $16.4K
67.8K $1.39M
Activity Summary
Buys All Purchases 56 New Holdings 9 Increased Positions 47 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email