Fsa Wealth Management LLC Purchases in Q4 2024

Fsa Wealth Management LLC

  • $246 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Spdr Index Shs Fds
1
+ 3.03%
N/A
34 $0
Real Goods Solar Xxxregistration Revoked By The Sec Eff: 05/02/22
1
New
N/A
1 $0
SFE
Safeguard Scientifics Inc

Financial Services
27
New
N/A
27 $0
Sandoz Group Ag Funsponsored Adr 1 Adr Reps 1 Ord Shs
18
New
N/A
18 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
269
+ 202.26%
$22.4 - $68.28 $6.03K - $18.4K
402 $9K
SCPS
Scopus Bio Pharma Inc.

Healthcare
100
New
$0.0 - $0.0 $0 - $0
100 $0
XPEV
Xpeng Inc.

Consumer Cyclical
50
+ 11.11%
$10.22 - $15.3 $511 - $765
500 $5K
IEMG
Ishares Inc

ETFs
5
+ 0.36%
N/A
1.41K $75K
Gallagher Arthur J & CO
94
New
N/A
94 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
1
+ 2.17%
$17.24 - $19.07 $17.2 - $19.1
47 $0
EMBC
Embecta Corp.

Healthcare
17
+ 154.55%
$12.51 - $20.83 $213 - $354
28 $0
CYBL
Cyberlux Corporation New Com S
400
New
N/A
400 $0
Catapult Group Int Ordf
5K
New
N/A
5K $0
Cencora Inc
100
New
N/A
100 $0
TIP
Ishares Tr Tips Bd ETF

ETFs
1
+ 0.7%
$106.33 - $110.69 $106 - $111
144 $15K
Cheyenne Res Corp
2K
New
N/A
2K $0
Westpac Banking CO Ordf
250
New
N/A
250 $0
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
6
+ 0.64%
$104.52 - $115.08 $627 - $690
947 $99K
DAN
Dana Inc

Consumer Cyclical
1
+ 0.94%
$7.67 - $13.0 $7.67 - $13
107 $1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 0.88%
$20.55 - $23.26 $20.6 - $23.3
114 $2K
XLE
Energy Sector Spdr

ETFs
1
+ 0.41%
$83.32 - $97.27 $83.3 - $97.3
246 $21K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.3%
N/A
339 $61K
Ferrellgas Partners L LP
5
New
N/A
5 $0
Greenwich Gas CO 8 Pct Pfdpfd
100
New
N/A
100 $0
EMLP
First Tr Exchange Traded Iv

ETFs
1
+ 3.13%
$33.69 - $38.24 $33.7 - $38.2
33 $1K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.79%
N/A
128 $4K
WELL
Welltower Inc.

Real Estate
2
+ 0.43%
$123.11 - $139.3 $246 - $279
463 $58K
OGN
Organon & Co.

Healthcare
1
+ 1.59%
$14.44 - $18.83 $14.4 - $18.8
64 $0
TOLZ
Dj Brookfield Global

ETFs
2
+ 1.25%
$48.31 - $52.66 $96.6 - $105
162 $7K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 1.64%
$97.29 - $122.68 $97.3 - $123
62 $6K
SYY
Sysco Corp

Consumer Defensive
2
+ 0.2%
$73.63 - $81.77 $147 - $164
995 $76K
FNDX
Schwab Fundamental U S Large C

ETFs
67
+ 136.73%
$23.49 - $71.77 $1.57K - $4.81K
116 $2K
VPU
Vanguard Utilities ETF

ETFs
1
+ 1.85%
$160.52 - $179.11 $161 - $179
55 $8K
WWD
Woodward, Inc.

Industrials
1
+ 0.99%
$159.67 - $187.29 $160 - $187
102 $16K
AOM
Ishares Tr Core Moderate Alloc

ETFs
6
+ 1.28%
$43.44 - $45.05 $261 - $270
476 $20K
MXI
Ishares Global Materials ETF

ETFs
2
+ 1.98%
$77.6 - $93.04 $155 - $186
103 $8K
AOR
Ishares Tr Core Growth Allocat

ETFs
5
+ 1.64%
$57.32 - $59.66 $287 - $298
309 $17K
INDA
Ishares Msci India Index Fund

ETFs
1
+ 0.79%
$52.64 - $58.16 $52.6 - $58.2
127 $6K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
48
+ 1.82%
$10.56 - $11.31 $507 - $543
2.69K $28K
BAX
Baxter International Inc

Healthcare
2
+ 1.28%
$28.63 - $37.84 $57.3 - $75.7
158 $4K
HDV
Ishares Core High Dividend ETF

ETFs
12
+ 2.13%
$110.82 - $121.28 $1.33K - $1.46K
575 $64K
VONV
Vanguard Russell 1000 Value Et

ETFs
20
+ 1.08%
$80.87 - $87.69 $1.62K - $1.75K
1.87K $152K
IEFA
Ishares Tr

ETFs
3
+ 0.62%
$70.06 - $77.43 $210 - $232
487 $34K
NIO
Nio Inc.

Consumer Cyclical
100
+ 5.0%
$4.31 - $7.21 $431 - $721
2.1K $9K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2
+ 0.38%
$64.85 - $73.04 $130 - $146
526 $34K
AMAT
Applied Materials Inc

Technology
1
+ 0.85%
$161.44 - $213.89 $161 - $214
118 $19K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4
+ 2.48%
$25.33 - $51.16 $101 - $205
165 $4K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
25
+ 1.25%
$43.02 - $47.32 $1.08K - $1.18K
2.03K $87K
TGT
Target Corp

Consumer Defensive
2
+ 0.86%
$121.59 - $160.69 $243 - $321
234 $31K
Activity Summary
Buys All Purchases 125 New Holdings 30 Increased Positions 95 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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