Financial Council Asset Management Inc Purchases in Q3 2024

Financial Council Asset Management Inc

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGGO
Capital Group Global Growth Eq

ETFs
39.1K
+ 3.28%
$27.25 - $30.52 $1.06M - $1.19M
1.23M $37.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.21K
+ 1.99%
$30.71 - $34.79 $252K - $286K
422K $14.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.58K
+ 1.72%
$48.51 - $52.86 $174K - $189K
212K $11.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
515
+ 0.49%
$57.32 - $62.65 $29.5K - $32.3K
105K $6.56M
SPYG
Spdr Portfolio

ETFs
2.13K
+ 2.8%
$73.38 - $84.1 $156K - $179K
78.3K $6.5M
ACWI
Ishares Msci Acwi ETF

ETFs
852
+ 2.2%
$107.24 - $119.84 $91.4K - $102K
39.6K $4.73M
CSX
Csx Corp

Industrials
10.7K
New
$32.48 - $35.45 $347K - $378K
10.7K $368K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.61K
+ 1.14%
$31.05 - $34.29 $50K - $55.2K
143K $4.91M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
473
New
$523.84 - $572.02 $248K - $271K
473 $269K
RTX
Raytheon Technologies Corp

Industrials
1.97K
New
$99.55 - $123.34 $196K - $243K
1.97K $238K
AXP
American Express CO

Financial Services
838
New
$225.92 - $271.17 $189K - $227K
838 $227K
ACN
Accenture PLC

Technology
639
New
$295.44 - $355.81 $189K - $227K
639 $225K
EXC
Exelon Corp

Utilities
5.55K
New
$34.24 - $40.55 $190K - $225K
5.55K $225K
BLK
Black Rock Inc.

Financial Services
231
New
$782.27 - $949.51 $181K - $219K
231 $219K
MCD
Mcdonalds Corp

Consumer Cyclical
700
New
$245.82 - $304.51 $172K - $213K
700 $213K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.46K
New
$75.63 - $84.89 $186K - $209K
2.46K $207K
VTI
Vanguard Total Stock Market Et

ETFs
243
+ 5.36%
$255.18 - $283.2 $62K - $68.8K
4.77K $1.35M
CGDV
Capital Group Divid Value ETF

ETFs
473
+ 1.52%
$32.96 - $36.48 $15.6K - $17.3K
31.5K $1.15M
CTAS
Cintas Corp

Industrials
984
+ 300.0%
$201.38 - $819.83 $198K - $807K
1.31K $270K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.05%
$145.48 - $167.38 $145 - $167
2.08K $337K
AVGO
Broadcom Inc.

Technology
1.67K
+ 900.0%
$136.27 - $1745.86 $228K - $2.92M
1.86K $320K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
6
+ 0.11%
$38.71 - $42.43 $232 - $255
5.61K $237K
IEMG
Ishares Inc

ETFs
68
+ 0.08%
$53.64 - $53.64 $3.65K - $3.65K
86.6K $4.64M
VUG
Vanguard Growth ETF

ETFs
16
+ 2.76%
$341.08 - $391.94 $5.46K - $6.27K
596 $228K
VGIT
Vanguard Intermediate Term Tre

ETFs
13
+ 0.27%
$57.8 - $60.8 $751 - $790
4.76K $287K
BAC
Bank Of America Corp

Financial Services
7
+ 0.07%
$36.65 - $44.13 $257 - $309
10K $397K
AMZN
Amazon Com Inc

Consumer Cyclical
136
+ 2.02%
$161.02 - $200.0 $21.9K - $27.2K
6.88K $1.28M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.03%
$111.15 - $128.97 $111 - $129
3.93K $446K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$149.54 - $192.66 $150 - $193
6.6K $1.1M
Activity Summary
Buys All Purchases 30 New Holdings 10 Increased Positions 20 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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