Endowment Wealth Management, Inc. Incresed Positions in Q4 2024

Endowment Wealth Management, Inc.

  • $133 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PCEF
Invesco Cef Income Composite E

ETFs
1.08K
+ 6.05%
$19.05 - $19.86 $20.5K - $21.4K
18.9K $362K
JEPI
J P Morgan Exchange Traded Fd

ETFs
356
+ 6.13%
$57.53 - $60.83 $20.5K - $21.7K
6.16K $354K
EMB
Ishares Tr

ETFs
444
+ 6.6%
$88.94 - $93.46 $39.5K - $41.5K
7.17K $638K
MDT
Medtronic PLC

Healthcare
375
+ 15.64%
$79.61 - $92.24 $29.9K - $34.6K
2.77K $221K
PG
Procter & Gamble CO

Consumer Defensive
55
+ 4.0%
$161.05 - $179.7 $8.86K - $9.88K
1.43K $239K
GHYG
Ishares Incus & Intl High Yiel

ETFs
740
+ 4.14%
$43.84 - $45.39 $32.4K - $33.6K
18.6K $819K
Amplify ETF Tr
2.11K
+ 63.52%
N/A
5.44K $0
Invesco Exchange Traded Fd T
5.13K
+ 2.65%
N/A
199K $0
BNDX
Vanguard Total International B

ETFs
456
+ 2.55%
$48.91 - $50.61 $22.3K - $23.1K
18.3K $899K
WOOD
Ishares Global Timber & Forest
134
+ 2.18%
N/A
6.29K $0
INDA
Ishares Msci India Index Fund

ETFs
2.91K
+ 11.16%
$52.64 - $58.16 $153K - $169K
29K $1.53M
VT
Vanguard Total World Stk Index

ETFs
526
+ 1.84%
$117.09 - $123.07 $61.6K - $64.7K
29.1K $3.42M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
435
+ 2.79%
$12.43 - $13.36 $5.41K - $5.81K
16K $200K
HLN
Haleon PLC

Healthcare
127
+ 0.98%
$9.23 - $10.71 $1.17K - $1.36K
13.1K $124K
CION
Cion Investment Corp

Financial Services
1.52K
+ 2.61%
$11.25 - $12.08 $17.1K - $18.4K
59.9K $682K
RC
Ready Capital Corp

Real Estate
809
+ 3.55%
$6.71 - $7.57 $5.43K - $6.12K
23.6K $160K
HUMA
Humacyte, Inc.

Healthcare
3.59K
+ 3.57%
$3.46 - $5.81 $12.4K - $20.9K
104K $525K
KMB
Kimberly Clark Corp

Consumer Defensive
21
+ 0.85%
$130.37 - $146.09 $2.74K - $3.07K
2.49K $326K
NFRA
Flexshares Stoxx Global Broad

ETFs
112
+ 1.22%
$54.11 - $59.58 $6.06K - $6.67K
9.3K $504K
PICK
Ishares Inc Msci Global Select

ETFs
602
+ 6.72%
$34.86 - $43.59 $21K - $26.2K
9.56K $334K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16.3K
+ 94.3%
$22.63 - $47.53 $369K - $776K
33.6K $763K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
523
+ 1.39%
$26.38 - $35.44 $13.8K - $18.5K
38.2K $1.01M
VNQ
Vanguard Specialized Funds Van

ETFs
321
+ 2.63%
$87.85 - $98.6 $28.2K - $31.7K
12.5K $1.12M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.12K
+ 7.11%
$39.22 - $47.52 $83.2K - $101K
32K $1.26M
IEFA
Ishares Tr

ETFs
1.1K
+ 2.01%
$70.06 - $77.43 $77.3K - $85.4K
56K $3.93M
Activity Summary
Buys All Purchases 91 New Holdings 15 Increased Positions 76 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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