Endowment Wealth Management, Inc. Sells in Q4 2024

Endowment Wealth Management, Inc.

  • $133 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-148K
- 95.83%
$36.46 - $82.38 $5.39M - $12.2M
6.43K $486K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-21.6K
- 38.54%
$46.96 - $51.46 $1.01M - $1.11M
34.4K $1.63M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-11.2K
- 23.0%
$75.1 - $82.99 $839K - $927K
37.4K $2.83M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-6.58K
- 18.81%
$60.13 - $67.31 $396K - $443K
28.4K $1.73M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-6.61K
- 14.94%
$40.41 - $45.12 $267K - $298K
37.7K $1.52M
UBER
Uber Technologies, Inc

Technology
-473
- 3.77%
$59.93 - $86.34 $28.3K - $40.8K
12.1K $727K
DHI
Horton D R Inc

Consumer Cyclical
-129
- 5.55%
$137.24 - $194.56 $17.7K - $25.1K
2.2K $307K
VTV
Vanguard Value ETF

ETFs
-495
- 7.86%
$168.32 - $181.87 $83.3K - $90K
5.8K $982K
CPNG
Coupang, Inc.

Consumer Cyclical
-2.27K
- 9.78%
$21.98 - $26.89 $49.8K - $61K
20.9K $459K
IEMG
Ishares Inc

ETFs
-1.76K
- 2.24%
N/A
76.9K $4.13M
MRK
Merck & Co., Inc.

Healthcare
-317
- 12.15%
$96.31 - $114.76 $30.5K - $36.4K
2.29K $228K
LLY
Eli Lilly & CO

Healthcare
-16
- 3.35%
$727.2 - $932.06 $11.6K - $14.9K
462 $356K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-23
- 0.79%
$82.28 - $117.52 $1.89K - $2.7K
2.89K $245K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-410
- 7.45%
$58.88 - $64.8 $24.1K - $26.6K
5.1K $300K
ZTS
Zoetis Inc.

Healthcare
-29
- 1.82%
$162.24 - $194.42 $4.7K - $5.64K
1.57K $255K
MSFT
Microsoft Corp

Technology
-31
- 0.66%
$406.35 - $454.46 $12.6K - $14.1K
4.7K $1.98M
UNH
Unitedhealth Group Inc

Healthcare
-10
- 1.59%
$485.52 - $625.25 $4.86K - $6.25K
619 $313K
SHW
Sherwin Williams CO

Basic Materials
-30
- 3.01%
$338.75 - $399.71 $10.2K - $12K
966 $328K
ABBV
Abb Vie Inc.

Healthcare
-15
- 0.65%
$164.99 - $203.87 $2.47K - $3.06K
2.29K $406K
LOW
Lowes Companies Inc

Consumer Cyclical
-45
- 3.01%
$244.52 - $284.07 $11K - $12.8K
1.45K $357K
VUG
Vanguard Growth ETF

ETFs
-326
- 9.27%
$378.79 - $428.11 $123K - $140K
3.19K $1.31M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-202
- 6.99%
$109.14 - $121.63 $22K - $24.6K
2.69K $295K
ORCL
Oracle Corp

Technology
-121
- 5.19%
$165.41 - $192.43 $20K - $23.3K
2.21K $368K
ROP
Roper Technologies Inc

Industrials
-11
- 2.01%
$519.85 - $575.95 $5.72K - $6.34K
537 $279K
SPGI
S&P Global Inc.

Financial Services
-18
- 2.57%
$480.36 - $529.17 $8.65K - $9.53K
683 $340K
ABEV
Ambev S.A.

Consumer Defensive
-1.19K
- 3.76%
$1.85 - $2.56 $2.19K - $3.04K
30.3K $56K
RTX
Raytheon Technologies Corp

Industrials
-49
- 2.08%
$114.45 - $127.21 $5.61K - $6.23K
2.31K $267K
PH
Parker Hannifin Corp

Industrials
-29
- 4.26%
$621.74 - $709.46 $18K - $20.6K
651 $414K
SRLN
Ssga Active Trust

ETFs
-304
- 4.87%
$41.48 - $42.08 $12.6K - $12.8K
5.94K $247K
VOE
Vanguard Mid Cap Value Index F

ETFs
-16
- 1.05%
$160.89 - $176.18 $2.57K - $2.82K
1.51K $243K
VTWO
Vanguard Russell 2000 ETF

ETFs
-129
- 4.31%
$87.42 - $98.06 $11.3K - $12.6K
2.86K $255K
EMLP
First Tr Exchange Traded Iv

ETFs
-565
- 8.3%
$33.69 - $38.24 $19K - $21.6K
6.24K $222K
INTU
Intuit Inc

Technology
-16
- 2.97%
$602.01 - $706.25 $9.63K - $11.3K
523 $328K
ACN
Accenture PLC

Technology
-6
- 0.52%
$343.9 - $376.86 $2.06K - $2.26K
1.15K $403K
IBN
Icici Bank LTD

Financial Services
-139
- 1.94%
$28.69 - $31.9 $3.99K - $4.43K
7.02K $209K
Unity Biotechnology Inc
-1.02K
- 7.56%
N/A
12.5K $0
FSCO
Fs Cr Opportunities Corp Com
-8.42K
- 12.51%
N/A
58.9K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-72
- 2.68%
$112.15 - $127.2 $8.07K - $9.16K
2.62K $316K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-390
- 9.18%
$54.89 - $64.32 $21.4K - $25.1K
3.86K $233K
T
At&T Inc.

Communication Services
-113
- 1.08%
$21.22 - $23.88 $2.4K - $2.7K
10.3K $235K
ADP
Automatic Data Processing Inc

Industrials
-25
- 2.29%
$280.08 - $307.97 $7K - $7.7K
1.07K $312K
MA
Mastercard Inc

Financial Services
-18
- 2.47%
$491.3 - $536.15 $8.84K - $9.65K
710 $373K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-362
- 4.96%
$172.07 - $207.36 $62.3K - $75.1K
6.94K $1.37M
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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