Financial Network Wealth Management LLC Purchases in Q3 2024

Financial Network Wealth Management LLC

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.73K
+ 1.15%
$75.63 - $84.89 $282K - $317K
329K $27.7M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
18.7K
+ 5.68%
$46.18 - $48.92 $862K - $913K
347K $16.9M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
15.9K
+ 8.97%
$50.43 - $55.76 $801K - $886K
193K $10.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.54K
New
$79.29 - $84.02 $756K - $801K
9.54K $798K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
5.5K
+ 6.76%
$44.93 - $47.34 $247K - $260K
86.9K $4.11M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.7K
+ 8.9%
$22.38 - $23.66 $261K - $276K
143K $3.34M
MAA
Mid America Apartment Communities Inc.

Real Estate
2.39K
New
$138.8 - $166.65 $332K - $398K
2.39K $379K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
31.7K
New
$11.22 - $11.79 $356K - $374K
31.7K $376K
EXR
Extra Space Storage Inc.

Real Estate
1.91K
New
$151.92 - $183.06 $290K - $350K
1.91K $344K
UNH
Unitedhealth Group Inc

Healthcare
79
+ 2.62%
$488.01 - $604.18 $38.6K - $47.7K
3.1K $1.81M
FRT
Federal Realty Investment Trust

Real Estate
2K
New
$100.42 - $117.38 $201K - $235K
2K $229K
ABBV
Abb Vie Inc.

Healthcare
1.15K
New
$163.84 - $199.33 $188K - $229K
1.15K $227K
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 0.68%
$333.64 - $405.2 $8.01K - $9.72K
3.53K $1.43M
IEMG
Ishares Inc

ETFs
3.8K
New
$53.64 - $53.64 $204K - $204K
3.8K $218K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.31K
+ 19.06%
$93.22 - $103.58 $122K - $135K
8.17K $845K
COST
Costco Wholesale Corp

Consumer Defensive
71
+ 2.44%
$801.83 - $917.05 $56.9K - $65.1K
2.98K $2.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.08%
$475.2 - $527.7 $1.9K - $2.11K
4.73K $2.5M
SPGI
S&P Global Inc.

Financial Services
91
+ 11.38%
$446.32 - $527.38 $40.6K - $48K
891 $460K
LYG
Lloyds Banking Group PLC

Financial Services
14.8K
New
$2.73 - $3.17 $40.5K - $47K
14.8K $46K
TTEK
Tetra Tech Inc

Industrials
5.02K
+ 400.0%
$45.59 - $237.74 $229K - $1.19M
6.28K $296K
MUB
Ishares National Muni Bond ETF

ETFs
58
+ 0.51%
$106.13 - $108.7 $6.16K - $6.3K
11.4K $1.23M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9
+ 0.04%
$49.93 - $51.15 $449 - $460
21.7K $1.11M
VUSB
Vanguard Bd Index Fds
392
+ 8.71%
N/A
4.89K $244K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16
+ 0.36%
$74.26 - $78.84 $1.19K - $1.26K
4.49K $351K
PFF
Ishares Trust Ishares Pfd And

ETFs
4
+ 0.05%
$31.18 - $33.5 $125 - $134
7.5K $249K
MSFT
Microsoft Corp

Technology
74
+ 0.22%
$395.15 - $467.56 $29.2K - $34.6K
33.9K $14.6M
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Network Wealth Management LLC Portfolio

Follow Financial Network Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Network Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Network Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email