Family Wealth Group, LLC New Holdings in Q3 2024

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.45K
New
$42.54 - $47.97 $359K - $405K
8.45K $401K
CUBE
Cube Smart

Real Estate
4.14K
New
$43.74 - $54.55 $181K - $226K
4.14K $222K
DGRO
Ishares Core Dividend Growth E

ETFs
3.47K
New
$57.47 - $62.76 $200K - $218K
3.47K $217K
BALL
Ball Corp

Consumer Cyclical
3.1K
New
$58.86 - $67.91 $183K - $211K
3.1K $210K
IEFA
Ishares Tr

ETFs
2.58K
New
$70.09 - $78.74 $181K - $203K
2.58K $201K
PSEP
Innovator U.S. Equity Power Bu
24.6K
New
N/A
24.6K $0
Ferguson Enterprises Inc
1.07K
New
N/A
1.07K $0
Elevation Series Trust
15.1K
New
N/A
15.1K $0
Direxion Shs ETF Tr
2.63K
New
N/A
2.63K $0
Aim ETF Products Trust
40.4K
New
N/A
40.4K $0
Activity Summary
Buys All Purchases 50 New Holdings 11 Increased Positions 39 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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