Enzi Wealth Reduced Holdings in Q3 2024

Enzi Wealth

  • $242 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JHMM
John Hancock Multifactor Mid C

ETFs
-66.1K
- 9.94%
$54.25 - $60.2 $3.59M - $3.98M
599K $36.1M
XOM
Exxon Mobil Corp

Energy
-3.58K
- 2.51%
$109.72 - $119.0 $393K - $426K
139K $16.3M
MSFT
Microsoft Corp

Technology
-61
- 3.38%
$395.15 - $467.56 $24.1K - $28.5K
1.75K $750K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-242
- 15.91%
$386.81 - $423.12 $93.6K - $102K
1.28K $541K
GOOGL
Alphabet Inc.

Communication Services
-1
- 0.04%
$148.65 - $191.18 $149 - $191
2.43K $403K
JPM
Jpmorgan Chase & CO

Financial Services
-51
- 3.96%
$194.9 - $224.8 $9.94K - $11.5K
1.24K $260K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-141
- 1.74%
$36.07 - $43.12 $5.09K - $6.08K
7.96K $326K
IXUS
Ishares Tr

ETFs
-175
- 2.73%
$64.9 - $73.35 $11.4K - $12.8K
6.24K $453K
TTD
Trade Desk, Inc.

Technology
-100
- 1.07%
$83.08 - $110.79 $8.31K - $11.1K
9.23K $1.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-25
- 0.07%
$57.32 - $62.65 $1.43K - $1.57K
36.9K $2.3M
Activity Summary
Buys All Purchases 47 New Holdings 10 Increased Positions 37 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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