Gds Wealth Management Purchases in Q3 2024

Gds Wealth Management

  • $1.02 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
989K
+ 204.86%
$59.61 - $60.15 $59M - $59.5M
1.47M $88.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
318K
+ 7935.77%
$50.85 - $53.88 $16.2M - $17.2M
322K $17.3M
LQD
Ishares Iboxx $ Investment Gra

ETFs
53.7K
+ 11.0%
$106.11 - $113.72 $5.7M - $6.1M
541K $61.2M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
86.4K
+ 24.6%
$74.85 - $82.2 $6.46M - $7.1M
437K $35.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
82.1K
+ 24.44%
$79.29 - $84.02 $6.51M - $6.9M
418K $35M
WMT
Walmart Inc.

Consumer Defensive
11.6K
+ 4.48%
$66.91 - $81.4 $775K - $943K
270K $21.8M
TT
Trane Technologies PLC

Industrials
2.12K
+ 4.28%
$314.21 - $388.71 $667K - $826K
51.8K $20.1M
ALL
Allstate Corp

Financial Services
5.12K
+ 6.33%
$158.43 - $192.86 $811K - $988K
86K $16.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46K
+ 8.74%
$49.77 - $51.95 $2.29M - $2.39M
573K $29.7M
AXP
American Express CO

Financial Services
3.46K
+ 6.09%
$225.92 - $271.17 $781K - $938K
60.2K $16.3M
IDV
Ishares Tr

ETFs
28.9K
+ 3.45%
$27.62 - $30.64 $797K - $885K
866K $26.2M
HD
Home Depot, Inc.

Consumer Cyclical
2.43K
+ 7.43%
$333.64 - $405.2 $812K - $986K
35.2K $14.3M
LGOV
First Tr ETF Iv Long Duration

ETFs
89.6K
+ 13.07%
$20.77 - $22.83 $1.86M - $2.05M
776K $17.4M
DXCM
Dexcom Inc

Healthcare
81K
+ 147.97%
$64.0 - $116.06 $5.19M - $9.41M
136K $9.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
61.7K
+ 12.42%
$31.18 - $33.5 $1.92M - $2.07M
559K $18.6M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
91.7K
+ 12.8%
$20.51 - $21.98 $1.88M - $2.01M
808K $17.6M
SPGI
S&P Global Inc.

Financial Services
1.8K
+ 7.05%
$446.32 - $527.38 $804K - $950K
27.4K $14.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
44.8K
+ 13.12%
$32.65 - $36.69 $1.46M - $1.64M
386K $14.1M
AAPL
Apple Inc.

Technology
2.73K
+ 3.03%
$207.23 - $234.82 $565K - $641K
92.8K $21.6M
HPE
Hewlett Packard Enterprise CO

Technology
129K
New
$16.1 - $21.44 $2.07M - $2.76M
129K $2.64M
META
Meta Platforms, Inc.

Communication Services
1.8K
+ 7.8%
$453.41 - $572.44 $817K - $1.03M
24.9K $14.3M
UNH
Unitedhealth Group Inc

Healthcare
1.76K
+ 8.9%
$488.01 - $604.18 $859K - $1.06M
21.5K $12.6M
PINS
Pinterest, Inc.

Communication Services
77.8K
New
$28.66 - $43.51 $2.23M - $3.38M
77.8K $2.52M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
39.2K
+ 12.89%
$42.87 - $45.76 $1.68M - $1.79M
343K $15.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
8.39K
New
$217.89 - $392.15 $1.83M - $3.29M
8.39K $2.35M
HQY
Healthequity, Inc.

Healthcare
28.6K
New
$67.98 - $86.62 $1.95M - $2.48M
28.6K $2.34M
TW
Tradeweb Markets Inc.

Financial Services
18.7K
New
$104.25 - $123.67 $1.95M - $2.32M
18.7K $2.32M
DECK
Deckers Outdoor Corp

Consumer Cyclical
14.3K
New
$150.73 - $974.56 $2.15M - $13.9M
14.3K $2.27M
IQV
Iqvia Holdings Inc.

Healthcare
4.06K
+ 7.98%
$206.81 - $251.55 $839K - $1.02M
54.9K $13M
QRVO
Qorvo, Inc.

Technology
21K
New
$99.78 - $129.21 $2.1M - $2.72M
21K $2.17M
STE
Steris PLC

Healthcare
4.06K
+ 7.95%
$213.51 - $247.14 $867K - $1M
55.2K $13.4M
HUBS
Hubspot Inc

Technology
4.04K
New
$450.09 - $592.58 $1.82M - $2.4M
4.04K $2.15M
IR
Ingersoll Rand Inc.

Industrials
10.1K
+ 6.41%
$86.9 - $100.4 $876K - $1.01M
167K $16.4M
PG
Procter & Gamble CO

Consumer Defensive
11.8K
+ 260.54%
$160.76 - $177.82 $1.89M - $2.09M
16.3K $2.82M
MLM
Martin Marietta Materials Inc

Basic Materials
3.77K
New
$502.48 - $593.35 $1.9M - $2.24M
3.77K $2.03M
IVV
Ishares Core S&P 500 ETF

ETFs
1.63K
+ 4.83%
$520.18 - $576.82 $848K - $941K
35.4K $20.4M
CRM
Salesforce, Inc.

Technology
3.49K
+ 6.31%
$238.42 - $276.53 $833K - $966K
58.9K $16.1M
TJX
Tjx Companies Inc

Consumer Cyclical
8.56K
+ 7.61%
$107.93 - $120.23 $924K - $1.03M
121K $14.2M
LHX
L3 Harris Technologies, Inc.

Industrials
3.28K
+ 4.46%
$221.96 - $243.27 $727K - $797K
76.7K $18.2M
JPM
Jpmorgan Chase & CO

Financial Services
4.7K
+ 6.46%
$194.9 - $224.8 $916K - $1.06M
77.4K $16.3M
V
Visa Inc.

Financial Services
3.77K
+ 9.75%
$253.74 - $291.56 $957K - $1.1M
42.4K $11.7M
AMD
Advanced Micro Devices Inc

Technology
7.97K
+ 10.92%
$128.67 - $183.96 $1.02M - $1.47M
80.9K $13.3M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
19.5K
+ 10.8%
$44.46 - $48.11 $867K - $938K
200K $9.62M
NVDA
Nvidia Corp

Technology
8.13K
+ 76.91%
$98.91 - $134.91 $804K - $1.1M
18.7K $2.27M
FISV
Fiserv Inc

Technology
6.42K
+ 9.71%
N/A
72.5K $9.08M
VEA
Vanguard Ftse Developed Market

ETFs
12.3K
+ 261.15%
$47.6 - $53.31 $584K - $654K
17K $896K
MSI
Motorola Solutions, Inc.

Technology
984
+ 40.98%
$385.65 - $450.49 $379K - $443K
3.39K $1.52M
IBM
International Business Machines Corp

Technology
1.76K
+ 54.16%
$175.1 - $223.38 $309K - $394K
5.02K $1.11M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.8K
New
$31.05 - $34.29 $491K - $542K
15.8K $541K
Activity Summary
Buys All Purchases 99 New Holdings 34 Increased Positions 65 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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