Financial Management Network Inc Purchases in Q4 2024

Financial Management Network Inc

  • $418 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.25K
+ 201.27%
$27.54 - $83.04 $144K - $436K
7.85K $217K
SPMD
Spdr Portfolio

ETFs
11
+ 0.07%
$54.13 - $59.56 $595 - $655
16.7K $911K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.2%
$417.69 - $450.94 $418 - $451
495 $210K
Capital Group Conservative E
12K
+ 66.91%
N/A
30K $0
STXK
Ea Ser Tr Strive 2000 ETF
2.53K
+ 2.35%
N/A
110K $0
CGSD
Capital Grp Core Plus Income E
24.9K
+ 24.74%
N/A
125K $0
SMOT
Vaneck ETF Tr Morningstar Smid
18.7K
+ 3.67%
N/A
527K $0
Blackrock ETF Trust Ii
20.9K
+ 488.13%
N/A
25.2K $0
Vanguard Calif Tax Free Fds
13.9K
+ 75.98%
N/A
32.2K $0
Goldman Sachs ETF Tr
12.3K
New
N/A
12.3K $0
Blackrock ETF Trust Ii
28.7K
+ 14.69%
N/A
224K $0
Vanguard Mun Bd Fds
3.24K
+ 92.17%
N/A
6.75K $0
Rwt Hldgs Inc
500K
New
N/A
500K $0
American Centy ETF Tr
20.8K
+ 39.61%
N/A
73.2K $0
STRV
Ea Ser Tr Strive 500 ETF
1.08K
+ 1.86%
N/A
59.5K $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
76
+ 0.51%
$44.33 - $49.55 $3.37K - $3.77K
14.9K $670K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
130
+ 1.73%
$46.33 - $48.6 $6.02K - $6.32K
7.63K $354K
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.07%
$128.08 - $140.32 $384 - $421
4.26K $550K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.45K
+ 2.2%
$56.06 - $61.35 $137K - $150K
114K $6.43M
COP
Conocophillips

Energy
15
+ 0.66%
$95.12 - $114.72 $1.43K - $1.72K
2.28K $226K
VZ
Verizon Communications Inc

Communication Services
51
+ 0.91%
$39.6 - $45.21 $2.02K - $2.31K
5.69K $227K
JNJ
Johnson & Johnson

Healthcare
180
+ 5.87%
$143.34 - $165.86 $25.8K - $29.9K
3.25K $469K
REET
Ishares Global Reit ETF

ETFs
50
+ 0.43%
$23.43 - $26.54 $1.17K - $1.33K
11.8K $281K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.1K
+ 176.35%
$22.4 - $68.28 $316K - $964K
22.1K $512K
PSX
Phillips 66

Energy
2
+ 0.11%
$110.35 - $138.93 $221 - $278
1.86K $211K
UBER
Uber Technologies, Inc

Technology
217
+ 6.9%
$59.93 - $86.34 $13K - $18.7K
3.36K $202K
XOM
Exxon Mobil Corp

Energy
97
+ 1.16%
$105.51 - $125.37 $10.2K - $12.2K
8.44K $907K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14
+ 0.17%
$131.66 - $144.0 $1.84K - $2.02K
8.24K $1.09M
CAT
Caterpillar Inc

Industrials
2
+ 0.07%
$360.37 - $416.88 $721 - $834
2.94K $1.07M
JEPI
J P Morgan Exchange Traded Fd

ETFs
50
+ 0.11%
$57.53 - $60.83 $2.88K - $3.04K
46.2K $2.66M
CGGO
Capital Group Global Growth Eq

ETFs
1.85K
+ 1.11%
$29.21 - $30.67 $54K - $56.7K
168K $4.92M
AMGN
Amgen Inc

Healthcare
2
+ 0.09%
$258.78 - $328.31 $518 - $657
2.26K $589K
CGXU
Capital Group Intl Focus Equit

ETFs
9.71K
+ 2.22%
$24.67 - $26.94 $240K - $262K
448K $11.1M
Activity Summary
Buys All Purchases 84 New Holdings 10 Increased Positions 74 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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