Fsa Wealth Management LLC Purchases in Q3 2024

Fsa Wealth Management LLC

  • $250 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
82
New
$46.96 - $52.62 $3.85K - $4.31K
82 $4K
AVGO
Broadcom Inc.

Technology
90
+ 900.0%
$136.27 - $1745.86 $12.3K - $157K
100 $17K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.7%
$386.81 - $423.12 $387 - $423
143 $60K
CR
Crane Holdings, Co.

Industrials
25
New
$140.34 - $160.42 $3.51K - $4.01K
25 $3K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4
+ 0.43%
$97.05 - $106.1 $388 - $424
941 $99K
WSO
Watsco Inc

Industrials
1
+ 2.7%
$448.73 - $519.89 $449 - $520
38 $18K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
5
+ 0.94%
$57.69 - $64.56 $288 - $323
537 $34K
NOC
Northrop Grumman Corp

Industrials
1
+ 1.49%
$423.73 - $533.14 $424 - $533
68 $35K
DE
Deere & CO

Industrials
3
+ 1.0%
$344.84 - $418.0 $1.03K - $1.25K
303 $126K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
95
+ 3.73%
$10.38 - $11.34 $986 - $1.08K
2.64K $29K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4
+ 0.86%
$42.66 - $45.18 $171 - $181
470 $21K
AOR
Ishares Tr Core Growth Allocat

ETFs
2
+ 0.66%
$55.15 - $59.31 $110 - $119
304 $18K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.55%
$196.56 - $218.55 $197 - $219
184 $39K
PDN
Invesco Fd Tr

ETFs
68
New
$31.75 - $35.44 $2.16K - $2.41K
68 $2K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
119
+ 2380.0%
$20.27 - $20.27 $2.41K - $2.41K
124 $2K
VPU
Vanguard Utilities ETF

ETFs
1
+ 1.89%
$146.64 - $174.54 $147 - $175
54 $9K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
47
+ 100.0%
$42.59 - $60.56 $2K - $2.85K
94 $4K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3
+ 0.58%
$67.43 - $74.23 $202 - $223
524 $38K
CTAS
Cintas Corp

Industrials
30
+ 300.0%
$201.38 - $819.83 $6.04K - $24.6K
40 $8K
EQIX
Equinix Inc

Real Estate
1
+ 5.56%
$749.0 - $890.01 $749 - $890
19 $16K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
167
+ 55.67%
$11.03 - $18.11 $1.84K - $3.02K
467 $5K
HERO
Global X Fds Video Games & Esp

ETFs
1
+ 0.18%
$20.55 - $24.34 $20.6 - $24.3
545 $13K
WM
Waste Management Inc

Industrials
15
+ 5.15%
$196.96 - $223.45 $2.95K - $3.35K
306 $63K
TOLZ
Dj Brookfield Global

ETFs
3
+ 1.91%
$44.92 - $51.35 $135 - $154
160 $8K
VTWV
Vanguard Russell 2000 Value Et

ETFs
1
+ 1.61%
$132.06 - $150.96 $132 - $151
63 $9K
MXI
Ishares Global Materials ETF

ETFs
2
+ 2.02%
$82.55 - $93.68 $165 - $187
101 $9K
IDV
Ishares Tr

ETFs
5
+ 2.55%
$27.62 - $30.64 $138 - $153
201 $6K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 1.12%
$201.87 - $242.35 $202 - $242
90 $21K
RSG
Republic Services, Inc.

Industrials
1
+ 0.82%
$189.34 - $208.21 $189 - $208
123 $24K
PJP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.64%
$80.08 - $89.33 $80.1 - $89.3
62 $5K
APH
Amphenol Corp

Technology
58
+ 100.0%
$58.39 - $70.41 $3.39K - $4.08K
116 $7K
IONQ
Ion Q, Inc.

Technology
200
+ 33.33%
$6.57 - $9.71 $1.31K - $1.94K
800 $6K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.5%
$26.74 - $30.37 $80.2 - $91.1
607 $18K
AB
Alliancebernstein Holding L.P.

Financial Services
23
+ 2.3%
$31.87 - $35.39 $733 - $814
1.02K $35K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 1.6%
N/A
127 $4K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
51
New
$25.19 - $26.39 $1.28K - $1.35K
51 $1K
DAN
Dana Inc

Consumer Cyclical
2
+ 1.92%
$9.34 - $12.71 $18.7 - $25.4
106 $1K
HDRO
ETF Ser Solutions Defiance Nex

ETFs
2
+ 0.4%
$4.36 - $5.59 $8.72 - $11.2
500 $2K
HST
Host Hotels & Resorts, Inc.

Real Estate
1
+ 2.22%
$15.92 - $18.86 $15.9 - $18.9
46 $0
Ge Vernova Inc
70
New
N/A
70 $0
DIV
Global X Superdividend Us ETF

ETFs
10
+ 2.96%
$17.18 - $17.18 $172 - $172
348 $5K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
24
New
$37.68 - $42.0 $904 - $1.01K
24 $0
TIP
Ishares Tr Tips Bd ETF

ETFs
3
+ 2.14%
$105.92 - $110.83 $318 - $332
143 $15K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 1.67%
$111.59 - $129.08 $112 - $129
61 $7K
BIIB
Biogen Inc.

Healthcare
40
+ 11.63%
$189.07 - $236.8 $7.56K - $9.47K
384 $74K
USLM
United States Lime & Minerals Inc

Basic Materials
16
+ 177.78%
$69.25 - $395.38 $1.11K - $6.33K
25 $2K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2
+ 3.51%
$74.26 - $78.84 $149 - $158
59 $4K
Spdr Msci Emrg Mrkts Strategicfactors ETF
1
+ 3.13%
N/A
33 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 2.17%
$76.38 - $78.87 $76.4 - $78.9
47 $3K
Activity Summary
Buys All Purchases 169 New Holdings 18 Increased Positions 151 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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