Global Wealth Strategies & Associates Purchases in Q3 2024

Global Wealth Strategies & Associates

  • $304 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
10
+ 8.0%
$76.84 - $91.03 $768 - $910
135 $12.2M
Annaly Capital Management Inc Com New
102
New
N/A
102 $2.05M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
14
+ 21.88%
$77.23 - $87.97 $1.08K - $1.23K
78 $6.77M
CERS
Cerus Corp

Healthcare
1K
New
$1.7 - $2.39 $1.7K - $2.39K
1K $1.74M
SNOW
Snowflake Inc.

Technology
14
New
$108.56 - $143.02 $1.52K - $2K
14 $1.61M
UPST
Upstart Holdings, Inc.

Financial Services
40
New
$22.9 - $44.11 $916 - $1.76K
40 $1.6M
MCK
Mckesson Corp

Healthcare
3
New
$479.06 - $630.38 $1.44K - $1.89K
3 $1.48M
DDOG
Datadog, Inc.

Technology
11
New
$104.97 - $134.56 $1.15K - $1.48K
11 $1.27M
ADBE
Adobe Inc.

Technology
6
+ 11.54%
$508.13 - $586.55 $3.05K - $3.52K
58 $30M
CHTR
Charter Communications, Inc.

Communication Services
3
+ 300.0%
$290.56 - $383.07 $872 - $1.15K
4 $1.3M
LMND
Lemonade, Inc.

Financial Services
43
New
$15.02 - $23.42 $646 - $1.01K
43 $709K
WRB
Berkley W R Corp

Financial Services
53
+ 49.53%
$51.54 - $79.62 $2.73K - $4.22K
160 $9.08M
SGOL
Abrdn Gold ETF Trust

ETFs
3
+ 27.27%
$22.26 - $25.51 $66.8 - $76.5
14 $352K
ISPO
Inspirato Inc

Consumer Cyclical
6
New
$3.17 - $7.72 $19 - $46.3
6 $24K
Xylo Technologies LTD Sponsored Ads
2
New
N/A
2 $7K
MLM
Martin Marietta Materials Inc

Basic Materials
0
New
$502.48 - $593.35 $0 - $0
0 $0
Oaktree Specialty Lending Corp Com
0
New
N/A
0 $0
BGRN
Ishares Trust Ishares Usd Gre

ETFs
0
New
$46.29 - $48.52 $0 - $0
0 $4K
SM
Sm Energy CO

Energy
4
+ 0.53%
$38.07 - $47.26 $152 - $189
765 $30.6M
OXY
Occidental Petroleum Corp

Energy
4
+ 0.4%
$49.91 - $63.73 $200 - $255
1.01K $51.9M
MSFT
Microsoft Corp

Technology
25
+ 0.84%
$395.15 - $467.56 $9.88K - $11.7K
3K $1.29B
Activity Summary
Buys All Purchases 122 New Holdings 41 Increased Positions 81 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Global Wealth Strategies & Associates Portfolio

Follow Global Wealth Strategies & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email