Gds Wealth Management Sells in Q3 2024

Gds Wealth Management

  • $1.02 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
-167K
- 96.92%
$107.62 - $118.76 $18M - $19.9M
5.32K $625K
IEF
Ishares Barclays

ETFs
-154K
- 98.42%
$92.67 - $99.14 $14.2M - $15.2M
2.47K $242K
VO
Vanguard Mid Cap ETF

ETFs
-59.1K
- 94.86%
$237.84 - $263.83 $14M - $15.6M
3.2K $843K
VB
Vanguard Small Cap ETF

ETFs
-61.2K
- 95.4%
$214.77 - $237.72 $13.1M - $14.6M
2.95K $700K
EW
Edwards Lifesciences Corp

Healthcare
-63.7K
- 32.78%
$59.7 - $93.78 $3.8M - $5.98M
131K $8.62M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-68.4K
- 92.76%
$116.79 - $133.54 $7.99M - $9.13M
5.33K $703K
HAL
Halliburton CO

Energy
-196K
- 63.32%
$27.81 - $36.44 $5.44M - $7.13M
113K $3.29M
XLI
Industrial Sector Spdr

ETFs
-56.1K
- 96.84%
$120.56 - $135.44 $6.76M - $7.6M
1.83K $248K
VTC
Vanguard Scottsdale Fds Total

ETFs
-33.8K
- 32.54%
$75.09 - $79.73 $2.54M - $2.7M
70.2K $5.56M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-19.7K
- 30.74%
$89.91 - $101.33 $1.77M - $2M
44.5K $4.36M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-13.7K
- 31.47%
$76.94 - $79.54 $1.06M - $1.09M
29.9K $2.37M
BTMD
Biote Corp.

Healthcare
-15K
- 25.96%
$5.33 - $8.36 $80K - $125K
42.8K $238K
XOM
Exxon Mobil Corp

Energy
-2.03K
- 3.5%
$109.72 - $119.0 $223K - $241K
55.9K $6.55M
CVX
Chevron Corp

Energy
-603
- 24.09%
$137.88 - $161.97 $83.1K - $97.7K
1.9K $279K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-629
- 19.18%
$96.25 - $101.98 $60.5K - $64.1K
2.65K $268K
PCAR
Paccar Inc

Industrials
-299
- 6.55%
$91.64 - $109.98 $27.4K - $32.9K
4.27K $420K
AZN
Astrazeneca PLC

Healthcare
-448
- 7.28%
$76.67 - $87.62 $34.3K - $39.3K
5.71K $444K
SYF
Synchrony Financial

Financial Services
-2.73K
- 7.38%
$43.77 - $52.22 $120K - $143K
34.3K $1.71M
EMR
Emerson Electric CO

Industrials
-294
- 7.03%
$98.19 - $118.87 $28.9K - $34.9K
3.89K $425K
COP
Conocophillips

Energy
-69
- 3.25%
$102.3 - $116.61 $7.06K - $8.05K
2.06K $216K
EQIX
Equinix Inc

Real Estate
-84
- 20.84%
$749.0 - $890.01 $62.9K - $74.8K
319 $283K
IEMG
Ishares Inc

ETFs
-95
- 1.51%
$53.64 - $53.64 $5.1K - $5.1K
6.22K $333K
Linde PLC
-9
- 0.71%
N/A
1.25K $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 5.83%
$3305.62 - $4268.05 $19.8K - $25.6K
97 $408K
UNP
Union Pacific Corp

Industrials
-162
- 6.83%
$221.78 - $256.09 $35.9K - $41.5K
2.21K $543K
RDVY
First Trust Rising Dividend Ac

ETFs
-1
- 0.03%
$53.68 - $59.24 $53.7 - $59.2
3.88K $229K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-215
- 4.77%
$69.31 - $77.34 $14.9K - $16.6K
4.29K $329K
ORCL
Oracle Corp

Technology
-148
- 9.28%
$125.9 - $170.35 $18.6K - $25.2K
1.45K $246K
PLD
Prologis, Inc.

Real Estate
-126
- 4.23%
$111.95 - $132.43 $14.1K - $16.7K
2.86K $360K
ETN
Eaton Corp PLC

Industrials
-167
- 3.58%
$272.52 - $333.02 $45.5K - $55.6K
4.5K $1.49M
RTX
Raytheon Technologies Corp

Industrials
-107
- 5.24%
$99.55 - $123.34 $10.7K - $13.2K
1.94K $234K
MA
Mastercard Inc

Financial Services
-20
- 2.63%
$429.6 - $500.99 $8.59K - $10K
741 $365K
ABT
Abbott Laboratories

Healthcare
-51
- 1.21%
$100.07 - $118.13 $5.1K - $6.02K
4.16K $474K
CME
Cme Group Inc.

Financial Services
-149
- 4.49%
$193.43 - $220.62 $28.8K - $32.9K
3.17K $699K
JNJ
Johnson & Johnson

Healthcare
-89
- 2.16%
$145.48 - $167.38 $12.9K - $14.9K
4.03K $653K
AEP
American Electric Power CO Inc

Utilities
-34
- 0.88%
$87.11 - $104.95 $2.96K - $3.57K
3.81K $390K
KO
Coca Cola CO

Consumer Defensive
-288
- 3.22%
$62.69 - $73.01 $18.1K - $21K
8.66K $622K
FAST
Fastenal CO

Industrials
-12
- 0.19%
$62.09 - $71.83 $745 - $862
6.44K $459K
MET
Metlife Inc

Financial Services
-15
- 0.3%
$67.96 - $82.48 $1.02K - $1.24K
5K $412K
LMT
Lockheed Martin Corp

Industrials
-52
- 3.58%
$460.3 - $584.56 $23.9K - $30.4K
1.4K $819K
FDL
First Tr Morningstar Dividend

ETFs
-3.28K
- 4.69%
$37.66 - $42.06 $124K - $138K
66.7K $2.8M
IYF
Ishares Tr

ETFs
-531
- 0.36%
$93.83 - $105.05 $49.8K - $55.8K
147K $15.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-9.87K
- 2.93%
$83.76 - $91.82 $826K - $906K
327K $29.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-4.11K
- 0.9%
$87.56 - $95.49 $360K - $393K
453K $43.2M
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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