Financial Strategies Group, Inc. Reduced Holdings in Q3 2024

Financial Strategies Group, Inc.

  • $470 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-11.2K
- 25.66%
$207.23 - $234.82 $2.31M - $2.62M
32.3K $7.53M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.22K
- 17.84%
$100.3 - $100.74 $323K - $324K
14.8K $1.49M
NVDA
Nvidia Corp

Technology
-937
- 23.24%
$98.91 - $134.91 $92.7K - $126K
3.1K $375K
CEIX
Consol Energy Inc.

Energy
-1K
- 19.96%
$88.45 - $107.31 $88.8K - $108K
4.03K $421K
SPY
Spdr S&P 500 ETF Trust

ETFs
-141
- 20.38%
$517.38 - $573.86 $73K - $80.9K
551 $316K
MRK
Merck & Co., Inc.

Healthcare
-8
- 0.2%
$111.15 - $128.97 $889 - $1.03K
3.91K $443K
DNL
Wiswisdomtree Tr

ETFs
-1.01K
- 2.66%
$36.65 - $40.81 $37.1K - $41.3K
37K $1.46M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-276
- 2.62%
$50.15 - $51.27 $13.8K - $14.2K
10.3K $525K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-325
- 3.5%
$39.37 - $41.68 $12.8K - $13.5K
8.96K $370K
KO
Coca Cola CO

Consumer Defensive
-522
- 10.71%
$62.69 - $73.01 $32.7K - $38.1K
4.35K $312K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-116
- 0.61%
$47.01 - $48.2 $5.45K - $5.59K
18.8K $906K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-126
- 1.37%
$33.74 - $37.96 $4.25K - $4.78K
9.08K $340K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-127
- 0.32%
$23.78 - $25.04 $3.02K - $3.18K
39.3K $983K
NKE
Nike, Inc.

Consumer Cyclical
-1
- 0.03%
$71.09 - $89.44 $71.1 - $89.4
3.55K $313K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2
- 0.04%
$95.81 - $109.03 $192 - $218
5.01K $538K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.63K
- 5.69%
$41.9 - $48.26 $194K - $223K
76.7K $3.67M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-71
- 0.2%
$54.3 - $62.38 $3.86K - $4.43K
34.8K $2.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-95
- 0.18%
$57.32 - $62.65 $5.45K - $5.95K
52.4K $3.27M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.81K
- 0.24%
$63.28 - $70.06 $114K - $127K
758K $53.1M
Activity Summary
Buys All Purchases 67 New Holdings 5 Increased Positions 62 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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