Endowment Wealth Management, Inc. New Holdings in Q3 2024

Endowment Wealth Management, Inc.

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.85K
New
$114.73 - $120.23 $1.02M - $1.06M
8.85K $1.06M
XLK
Technology Sector Spdr

ETFs
1.41K
New
$197.34 - $237.68 $279K - $336K
1.41K $318K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.91K
New
$72.18 - $107.33 $210K - $313K
2.91K $309K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.33K
New
$42.22 - $48.62 $225K - $259K
5.33K $247K
PLXS
Plexus Corp

Technology
1.75K
New
$102.17 - $136.71 $178K - $239K
1.75K $238K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
890
New
$211.47 - $281.27 $188K - $250K
890 $218K
MDT
Medtronic PLC

Healthcare
2.4K
New
$76.84 - $91.03 $184K - $218K
2.4K $215K
IBM
International Business Machines Corp

Technology
965
New
$175.1 - $223.38 $169K - $216K
965 $213K
PHG
Koninklijke Philips Nv

Healthcare
6.27K
New
$25.08 - $32.73 $157K - $205K
6.27K $205K
Amplify ETF Tr
3.33K
New
N/A
3.33K $0
Activity Summary
Buys All Purchases 74 New Holdings 10 Increased Positions 64 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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