Future Financial Wealth Managment LLC Sells in Q3 2024

Future Financial Wealth Managment LLC

  • $138 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-31.6K
- 85.07%
$76.94 - $79.54 $2.43M - $2.51M
5.54K $440K
SPG
Simon Property Group Inc

Real Estate
-1.99K
- 32.08%
$146.09 - $170.11 $291K - $339K
4.22K $713K
GXO
Gxo Logistics, Inc.

Industrials
-3K
- 69.2%
$46.45 - $55.98 $139K - $168K
1.34K $69K
GOOGL
Alphabet Inc.

Communication Services
-500
- 18.02%
$148.65 - $191.18 $74.3K - $95.6K
2.28K $377K
F
Ford Motor CO

Consumer Cyclical
-2.5K
- 7.13%
$9.71 - $14.55 $24.2K - $36.3K
32.5K $343K
AMZN
Amazon Com Inc

Consumer Cyclical
-211
- 3.33%
$161.02 - $200.0 $34K - $42.2K
6.13K $1.14M
KMI
Kinder Morgan, Inc.

Energy
-5.07K
- 28.83%
$19.72 - $22.22 $99.9K - $113K
12.5K $276K
FDX
Fedex Corp

Industrials
-75
- 6.0%
$254.64 - $313.52 $19.1K - $23.5K
1.18K $321K
BST
Black Rock Science & Technology Trust

Financial Services
-100
- 0.71%
$33.05 - $38.95 $3.3K - $3.9K
14K $495K
VIG
Vanguard Dividend Appreciation

ETFs
-155
- 3.05%
$182.15 - $182.15 $28.2K - $28.2K
4.92K $896K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-80
- 13.72%
$332.02 - $382.76 $26.6K - $30.6K
503 $188K
META
Meta Platforms, Inc.

Communication Services
-250
- 13.84%
$453.41 - $572.44 $113K - $143K
1.56K $890K
PFE
Pfizer Inc

Healthcare
-997
- 6.93%
$27.7 - $31.39 $27.6K - $31.3K
13.4K $387K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-2K
- 16.67%
$7.45 - $8.23 $14.9K - $16.5K
10K $80K
UTG
Reaves Utility Income Fund

Financial Services
-5.52K
- 17.17%
$27.16 - $32.8 $150K - $181K
26.6K $873K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-700
- 6.93%
$14.2 - $15.12 $9.94K - $10.6K
9.4K $142K
Ishares Bitcoin Trust ETF
-42.3K
- 99.88%
N/A
50 $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11
- 0.71%
$434.77 - $502.96 $4.78K - $5.53K
1.54K $749K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5
- 0.15%
$61.11 - $67.85 $306 - $339
3.24K $219K
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.11%
$255.18 - $283.2 $255 - $283
888 $251K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.57%
$517.38 - $573.86 $1.55K - $1.72K
520 $298K
OHI
Omega Healthcare Investors Inc

Real Estate
-500
- 6.94%
$33.55 - $41.29 $16.8K - $20.6K
6.7K $272K
DGRO
Ishares Core Dividend Growth E

ETFs
-36
- 0.61%
$57.47 - $62.76 $2.07K - $2.26K
5.91K $370K
KEY
Keycorp

Financial Services
-1K
- 5.35%
$13.95 - $17.34 $14K - $17.3K
17.7K $296K
USB
Us Bancorp \De\

Financial Services
-9
- 0.08%
$39.04 - $47.23 $351 - $425
11.3K $517K
DUK
Duke Energy Corp

Utilities
-41
- 0.54%
$99.35 - $117.71 $4.07K - $4.83K
7.58K $873K
AAPL
Apple Inc.

Technology
-112
- 1.08%
$207.23 - $234.82 $23.2K - $26.3K
10.2K $2.38M
IRM
Iron Mountain Inc

Real Estate
-497
- 4.73%
$89.69 - $119.32 $44.6K - $59.3K
10K $1.19M
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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