Family Wealth Group, LLC Sells in Q2 2024

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AZAL
Aim ETF Prods Tr Allianzim Us

Technology
-56
- 0.19%
N/A
29.5K $0
PMAR
Innovator U.S. Equity Power Bu

ETFs
-20.6K
Closed
$35.78 - $37.99 $736K - $781K
0 $0
IEMG
Ishares Inc

ETFs
-14.8K
- 22.37%
$50.02 - $54.95 $741K - $814K
51.4K $2.75M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-15.5K
Closed
$32.62 - $34.69 $506K - $539K
0 $0
ACN
Accenture PLC

Technology
-764
Closed
$281.76 - $339.17 $215K - $259K
0 $0
BA
Boeing CO

Industrials
-1.14K
Closed
$164.33 - $191.42 $187K - $218K
0 $0
BALL
Ball Corp

Consumer Cyclical
-3.1K
Closed
$60.02 - $70.72 $186K - $220K
0 $0
CVS
Cvs Health Corp

Healthcare
-2.63K
Closed
$53.63 - $79.56 $141K - $209K
0 $0
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.94K
- 26.36%
$77.95 - $84.63 $151K - $164K
5.41K $443K
ABT
Abbott Laboratories

Healthcare
-1.07K
- 35.54%
$100.73 - $112.44 $108K - $121K
1.94K $202K
HD
Home Depot, Inc.

Consumer Cyclical
-16
- 0.53%
$325.1 - $368.03 $5.2K - $5.89K
3.02K $1.04M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.84K
- 34.67%
$37.19 - $39.82 $106K - $113K
5.35K $205K
IWS
Ishares Russell Midcap Value E

ETFs
-545
- 5.75%
$117.31 - $125.13 $63.9K - $68.2K
8.94K $1.08M
IWX
Ishares Tr Russell 200 Value E

ETFs
-625
- 1.96%
$72.57 - $76.65 $45.4K - $47.9K
31.3K $2.34M
CSGP
Costar Group, Inc.

Real Estate
-148
- 4.97%
$72.73 - $95.69 $10.8K - $14.2K
2.83K $209K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.32K
- 7.79%
$44.3 - $45.58 $58.6K - $60.3K
15.7K $707K
IBM
International Business Machines Corp

Technology
-27
- 0.82%
$164.43 - $190.9 $4.44K - $5.15K
3.29K $568K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-3.92K
- 10.53%
$23.92 - $26.07 $93.7K - $102K
33.3K $867K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.56K
- 14.45%
$43.09 - $46.06 $67.3K - $71.9K
9.24K $425K
IWP
Ishares Russell Mid Cap Growth

ETFs
-144
- 2.13%
$105.7 - $113.43 $15.2K - $16.3K
6.62K $730K
TSLA
Tesla, Inc.

Consumer Cyclical
-518
- 18.09%
$142.05 - $197.88 $73.6K - $103K
2.35K $464K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-461
- 7.08%
$154.56 - $173.19 $71.3K - $79.8K
6.05K $1.03M
ABBV
Abb Vie Inc.

Healthcare
-14
- 0.54%
$154.79 - $180.76 $2.17K - $2.53K
2.57K $440K
VEA
Vanguard Ftse Developed Market

ETFs
-472
- 9.03%
$47.83 - $51.21 $22.6K - $24.2K
4.75K $234K
SPGI
S&P Global Inc.

Financial Services
-89
- 12.01%
$408.56 - $448.91 $36.4K - $40K
652 $290K
PEP
Pepsico Inc

Consumer Defensive
-24
- 1.25%
$163.33 - $183.11 $3.92K - $4.39K
1.9K $313K
VONV
Vanguard Russell 1000 Value Et

ETFs
-99
- 1.35%
$74.36 - $78.65 $7.36K - $7.79K
7.26K $555K
IVE
Ishares S&P 500 Value ETF

ETFs
-50
- 2.69%
$176.58 - $186.7 $8.83K - $9.34K
1.81K $329K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.5K
- 4.1%
$40.11 - $42.58 $60K - $63.7K
35K $1.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 7.53%
$495.16 - $548.49 $24.8K - $27.4K
614 $334K
IVV
Ishares Core S&P 500 ETF

ETFs
-67
- 5.71%
$497.53 - $549.64 $33.3K - $36.8K
1.11K $605K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-67
- 1.31%
$51.1 - $52.24 $3.42K - $3.5K
5.04K $262K
Aim ETF Products Trust
-24.1K
Closed
N/A
0 $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
-28.4K
Closed
N/A
0 $0
Aim ETF Products Trust
-13.4K
- 67.08%
N/A
6.57K $0
Aim ETF Products Trust
-20.2K
Closed
N/A
0 $0
FJAN
First Exc Trd Viii Cboe Vest U
-894
- 6.45%
N/A
13K $0
First Tr Exchng Traded Fd Vi
-6.3K
Closed
N/A
0 $0
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.43%
$180.08 - $204.79 $900 - $1.02K
1.16K $234K
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.66%
$155.33 - $168.56 $2.33K - $2.53K
2.27K $374K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-76
- 0.84%
$39.92 - $41.54 $3.03K - $3.16K
8.97K $372K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-425
- 1.62%
$41.45 - $43.76 $17.6K - $18.6K
25.9K $1.13M
NOW
Service Now, Inc.

Technology
-11
- 3.58%
$643.29 - $786.67 $7.08K - $8.65K
296 $232K
IYW
Ishares Dj Us Tech ETF

ETFs
-69
- 3.69%
$124.75 - $153.46 $8.61K - $10.6K
1.8K $270K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.2K
- 2.63%
$58.24 - $64.51 $69.7K - $77.2K
44.4K $2.84M
WMT
Walmart Inc.

Consumer Defensive
-8
- 0.13%
$58.85 - $68.9 $471 - $551
5.97K $403K
GOOG
Alphabet Inc.

Communication Services
-212
- 7.19%
$151.94 - $186.86 $32.2K - $39.6K
2.74K $501K
MSFT
Microsoft Corp

Technology
-62
- 1.52%
$389.33 - $452.85 $24.1K - $28.1K
4.01K $1.79M
GLW
Corning Inc

Technology
-6
- 0.04%
$30.91 - $40.21 $185 - $241
17K $662K
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 53 Reductions 43 Sold out 10 Options Calls 0 Puts 0
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