Future Financial Wealth Managment LLC Purchases in Q3 2024

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
148
+ 0.71%
$38.89 - $45.0 $5.76K - $6.66K
20.9K $940K
VT
Vanguard Total World Stk Index

ETFs
700
New
$107.72 - $119.96 $75.4K - $84K
700 $83K
ITA
Ishares Tr

ETFs
554
New
$131.58 - $149.64 $72.9K - $82.9K
554 $82K
OLP
One Liberty Properties Inc

Real Estate
3K
New
$22.99 - $28.53 $69K - $85.6K
3K $82K
LOW
Lowes Companies Inc

Consumer Cyclical
306
New
$213.3 - $270.78 $65.3K - $82.9K
306 $82K
MCI
Barings Corporate Investors

Financial Services
814
+ 1.67%
$17.17 - $19.93 $14K - $16.2K
49.6K $988K
VNQ
Vanguard Specialized Funds Van

ETFs
294
+ 8.08%
$82.97 - $98.97 $24.4K - $29.1K
3.93K $383K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
6.4K
New
$11.58 - $12.39 $74.1K - $79.3K
6.4K $79K
XPO
Xpo Logistics, Inc.

Industrials
727
New
$101.15 - $125.11 $73.5K - $91K
727 $78K
RVT
Royce Value Trust, Inc.

Financial Services
5K
New
$14.28 - $16.01 $71.4K - $80.1K
5K $78K
WLKP
Westlake Chemical Partners LP

Basic Materials
3.5K
New
$22.08 - $23.42 $77.3K - $82K
3.5K $78K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
8.5K
New
$8.62 - $9.28 $73.3K - $78.9K
8.5K $77K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1K
New
$71.19 - $76.59 $71.2K - $76.6K
1K $76K
IP
International Paper CO

Consumer Cyclical
1.56K
New
$42.55 - $49.98 $66.4K - $78K
1.56K $76K
WMB
Williams Companies, Inc.

Energy
1.6K
New
$41.24 - $46.22 $66K - $74K
1.6K $73K
THW
Tekla World Healthcare Fund

Financial Services
5.5K
New
$12.66 - $13.37 $69.6K - $73.5K
5.5K $73K
EXPE
Expedia Group, Inc.

Consumer Cyclical
500
New
$112.12 - $149.09 $56.1K - $74.5K
500 $73K
ORCL
Oracle Corp

Technology
425
New
$125.9 - $170.35 $53.5K - $72.4K
425 $72K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.75K
New
$36.98 - $41.55 $64.9K - $72.9K
1.75K $72K
BMY
Bristol Myers Squibb CO

Healthcare
1.38K
New
$39.66 - $51.75 $54.5K - $71.2K
1.38K $71K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
964
+ 6.52%
$20.51 - $24.25 $19.8K - $23.4K
15.7K $372K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
581
New
$111.9 - $124.28 $65K - $72.2K
581 $71K
PSTG
Pure Storage, Inc.

Technology
1.4K
New
$45.73 - $67.71 $64K - $94.8K
1.4K $70K
DKL
Delek Logistics Partners, LP

Energy
1.6K
New
$37.98 - $44.03 $60.8K - $70.4K
1.6K $69K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.48K
New
$39.95 - $45.86 $59.1K - $67.9K
1.48K $67K
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.2K
New
$30.55 - $30.85 $67.2K - $67.9K
2.2K $67K
XLF
Financial Sector Spdr

ETFs
1.47K
New
$40.84 - $45.74 $60K - $67.2K
1.47K $66K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1K
New
$58.35 - $66.29 $58.4K - $66.3K
1K $66K
MUB
Ishares National Muni Bond ETF

ETFs
604
New
$106.13 - $108.7 $64.1K - $65.7K
604 $65K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
3K
New
$19.65 - $22.6 $58.9K - $67.8K
3K $65K
QUAL
Ishares Msci Usa Quality Facto

ETFs
360
New
$162.64 - $179.3 $58.6K - $64.5K
360 $64K
WEC
Wec Energy Group, Inc.

Utilities
656
New
$77.68 - $96.19 $51K - $63.1K
656 $63K
CVX
Chevron Corp

Energy
434
New
$137.88 - $161.97 $59.8K - $70.3K
434 $63K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
2.82K
+ 6.5%
$9.67 - $10.51 $27.3K - $29.7K
46.3K $486K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
4K
New
$14.94 - $15.76 $59.8K - $63K
4K $63K
O
Realty Income Corp

Real Estate
1K
New
$52.36 - $63.42 $52.4K - $63.4K
1K $63K
CHWY
Chewy, Inc.

Consumer Cyclical
2.1K
New
$22.22 - $32.67 $46.7K - $68.6K
2.1K $61K
FVD
First Tr Value Line Divid Inde

ETFs
1.33K
New
$40.45 - $45.49 $53.6K - $60.3K
1.33K $60K
RBLX
Roblox Corp

Communication Services
1.38K
New
$36.18 - $47.64 $49.7K - $65.5K
1.38K $60K
PRU
Prudential Financial Inc

Financial Services
500
New
$105.53 - $127.32 $52.8K - $63.7K
500 $60K
PSX
Phillips 66

Energy
450
New
$125.0 - $147.17 $56.3K - $66.2K
450 $59K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$145.48 - $167.38 $145 - $167
3.72K $602K
KRE
Spdr S&P Regional Banking ETF

ETFs
1.03K
New
$47.94 - $59.23 $49.4K - $61.1K
1.03K $58K
MLPA
Global X Mlp ETF

ETFs
1.52K
+ 5.17%
$45.78 - $49.84 $69.5K - $75.7K
30.9K $1.48M
JEPI
J P Morgan Exchange Traded Fd

ETFs
498
+ 4.87%
$54.98 - $59.51 $27.4K - $29.6K
10.7K $637K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
1K
New
$47.78 - $62.75 $47.8K - $62.8K
1K $58K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
1.43K
New
$34.84 - $46.54 $50K - $66.7K
1.43K $58K
ZTS
Zoetis Inc.

Healthcare
300
New
$172.58 - $196.48 $51.8K - $58.9K
300 $58K
IEF
Ishares Barclays

ETFs
600
New
$92.67 - $99.14 $55.6K - $59.5K
600 $58K
Activity Summary
Buys All Purchases 401 New Holdings 349 Increased Positions 52 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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