Fwl Investment Management, LLC Purchases in Q3 2024

Fwl Investment Management, LLC

  • $260 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
20
+ 28.17%
$246.84 - $321.11 $4.94K - $6.42K
91 $24K
LQD
Ishares Iboxx $ Investment Gra

ETFs
15
+ 4.44%
$106.11 - $113.72 $1.59K - $1.71K
353 $39K
XLK
Technology Sector Spdr

ETFs
18
+ 1.86%
$197.34 - $237.68 $3.55K - $4.28K
987 $222K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
44
+ 3.96%
$21.9 - $24.73 $964 - $1.09K
1.15K $27K
PGR
Progressive Corp

Financial Services
12
New
$209.46 - $259.24 $2.51K - $3.11K
12 $3K
MPWR
Monolithic Power Systems Inc

Technology
4
New
$757.04 - $947.16 $3.03K - $3.79K
4 $3K
KKR
Kkr & Co. Inc.

Financial Services
29
New
$104.51 - $133.23 $3.03K - $3.86K
29 $3K
IWS
Ishares Russell Midcap Value E

ETFs
18
New
$119.52 - $132.25 $2.15K - $2.38K
18 $2K
MLPA
Global X Mlp ETF

ETFs
21
+ 1.82%
$45.78 - $49.84 $961 - $1.05K
1.17K $56K
ECL
Ecolab Inc.

Basic Materials
7
New
$228.86 - $255.76 $1.6K - $1.79K
7 $1K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
17
New
$85.03 - $94.56 $1.45K - $1.61K
17 $1K
XLF
Financial Sector Spdr

ETFs
16
New
$40.84 - $45.74 $653 - $732
16 $0
MLM
Martin Marietta Materials Inc

Basic Materials
0
New
$502.48 - $593.35 $0 - $0
0 $0
Veralto Corp
16
New
N/A
16 $0
Blackrock Inc Com
3
New
N/A
3 $0
COPX
Global X Copper Miners ETF

ETFs
16
New
$38.58 - $48.4 $617 - $774
16 $0
UYLD
Angel Oak Fds Tr Ultrashort In
38
New
N/A
38 $0
PAVE
Global X Fds Us Infrastructure

ETFs
21
New
$36.39 - $41.16 $764 - $864
21 $0
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
5
New
$34.84 - $46.54 $174 - $233
5 $0
Kenvue Inc
48
New
N/A
48 $0
TRMB
Trimble Inc.

Technology
10
New
$49.82 - $62.06 $498 - $621
10 $0
Alps ETF Tr
178
New
N/A
178 $0
FLIA
Franklin Templeton ETF Tr Libe

ETFs
47
New
$20.13 - $20.83 $946 - $979
47 $0
Invesco Exchange Traded Fd T
635
New
N/A
635 $0
Amplify ETF Tr
327
New
N/A
327 $0
DG
Dollar General Corp

Consumer Defensive
38
+ 34.55%
$80.41 - $132.42 $3.06K - $5.03K
148 $12K
GOOGL
Alphabet Inc.

Communication Services
16
+ 0.27%
$148.65 - $191.18 $2.38K - $3.06K
5.88K $974K
Activity Summary
Buys All Purchases 178 New Holdings 85 Increased Positions 93 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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