Greenwich Wealth Management LLC Purchases in Q3 2024

Greenwich Wealth Management LLC

  • $1.47 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
987
+ 0.48%
$517.38 - $573.86 $511K - $566K
208K $119M
SCHW
Schwab Charles Corp

Financial Services
86.1K
New
$61.74 - $76.08 $5.32M - $6.55M
86.1K $5.58M
AAPL
Apple Inc.

Technology
1.72K
+ 0.84%
$207.23 - $234.82 $356K - $403K
207K $48.1M
AXON
Axon Enterprise, Inc.

Industrials
20
+ 0.07%
$286.16 - $399.6 $5.72K - $7.99K
27.1K $10.8M
IBM
International Business Machines Corp

Technology
32
+ 0.05%
$175.1 - $223.38 $5.6K - $7.15K
59.2K $13.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
28K
+ 33.58%
$100.3 - $100.74 $2.81M - $2.82M
111K $11.2M
Vanguard Malvern Fds
30.8K
+ 299.63%
N/A
41.1K $3.26M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
538K
+ 99.94%
$42.59 - $60.56 $22.9M - $32.6M
1.08M $30.2M
TT
Trane Technologies PLC

Industrials
125
+ 0.55%
$314.21 - $388.71 $39.3K - $48.6K
22.8K $8.87M
VIRT
Virtu Financial, Inc.

Financial Services
5
+ 0.0%
$21.68 - $32.43 $108 - $162
147K $4.48M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.09K
+ 8.91%
$386.81 - $423.12 $422K - $461K
13.3K $5.64M
DOCU
Docusign, Inc.

Technology
102
+ 0.11%
$49.73 - $62.53 $5.07K - $6.38K
93.7K $5.82M
KLAC
Kla Corp

Technology
996
+ 260.73%
$696.17 - $892.35 $693K - $889K
1.38K $1.07M
AVUV
American Centy ETF Tr Avantis

ETFs
2.25K
+ 2.96%
$88.24 - $99.7 $199K - $224K
78.2K $7.5M
MEM
Matthews Asia Fds Emerging Mar
16.7K
+ 71.51%
N/A
39.9K $1.32M
AVLV
American Centy ETF Tr Avantis
3.36K
+ 3.05%
$60.05 - $65.83 $202K - $221K
113K $7.47M
ICE
Intercontinental Exchange, Inc.

Financial Services
132
+ 0.71%
$136.93 - $162.81 $18.1K - $21.5K
18.7K $3.01M
ALLE
Allegion PLC

Industrials
68
+ 0.46%
$114.67 - $145.7 $7.8K - $9.91K
15K $2.18M
NDAQ
Nasdaq, Inc.

Financial Services
323
+ 1.08%
$59.48 - $74.31 $19.2K - $24K
30.2K $2.21M
VO
Vanguard Mid Cap ETF

ETFs
435
+ 3.29%
$237.84 - $263.83 $103K - $115K
13.6K $3.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
822
+ 1.13%
$58.03 - $65.37 $47.7K - $53.7K
73.4K $4.75M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.4K
+ 14.17%
$79.29 - $84.02 $270K - $286K
27.4K $2.29M
ABBV
Abb Vie Inc.

Healthcare
34
+ 0.24%
$163.84 - $199.33 $5.57K - $6.78K
14.2K $2.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.03%
$405.19 - $478.57 $810 - $957
6.43K $2.96M
CNC
Centene Corp

Healthcare
47
+ 0.12%
$64.89 - $80.23 $3.05K - $3.77K
37.8K $2.84M
LLY
Eli Lilly & CO

Healthcare
439
+ 18.23%
$772.14 - $960.02 $339K - $421K
2.85K $2.52M
VB
Vanguard Small Cap ETF

ETFs
300
+ 2.13%
$214.77 - $237.72 $64.4K - $71.3K
14.4K $3.42M
Ea Series Trust
2.98K
New
N/A
2.98K $325K
CI
Cigna Corp

Healthcare
238
+ 1.63%
$319.12 - $367.1 $76K - $87.4K
14.9K $5.15M
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.1K
+ 34.83%
$29.58 - $30.31 $269K - $276K
35.2K $1.07M
XLF
Financial Sector Spdr

ETFs
247
+ 0.37%
$40.84 - $45.74 $10.1K - $11.3K
66.3K $3.01M
ARW
Arrow Electronics Inc

Technology
60
+ 0.27%
$117.29 - $135.1 $7.04K - $8.11K
22.5K $3M
PFE
Pfizer Inc

Healthcare
3.62K
+ 2.72%
$27.7 - $31.39 $100K - $114K
136K $3.95M
ETN
Eaton Corp PLC

Industrials
685
New
$272.52 - $333.02 $187K - $228K
685 $227K
DE
Deere & CO

Industrials
537
New
$344.84 - $418.0 $185K - $224K
537 $224K
BMY
Bristol Myers Squibb CO

Healthcare
4.33K
New
$39.66 - $51.75 $172K - $224K
4.33K $224K
MA
Mastercard Inc

Financial Services
454
New
$429.6 - $500.99 $195K - $227K
454 $224K
SRE
Sempra Energy

Utilities
2.49K
New
$74.97 - $84.04 $187K - $209K
2.49K $208K
DD
Du Pont De Nemours, Inc.

Basic Materials
310
+ 1.49%
$77.22 - $89.49 $23.9K - $27.7K
21.1K $1.88M
XLE
Energy Sector Spdr

ETFs
2.39K
+ 31.05%
$84.35 - $93.39 $202K - $223K
10.1K $887K
VZ
Verizon Communications Inc

Communication Services
443
+ 1.08%
$38.89 - $45.0 $17.2K - $19.9K
41.5K $1.86M
RTX
Raytheon Technologies Corp

Industrials
442
+ 7.88%
$99.55 - $123.34 $44K - $54.5K
6.05K $733K
IFF
International Flavors & Fragrances Inc

Basic Materials
217
+ 1.44%
$93.14 - $105.12 $20.2K - $22.8K
15.3K $1.6M
CAT
Caterpillar Inc

Industrials
66
+ 2.81%
$316.8 - $391.12 $20.9K - $25.8K
2.41K $944K
MCD
Mcdonalds Corp

Consumer Cyclical
149
+ 6.45%
$245.82 - $304.51 $36.6K - $45.4K
2.46K $749K
NOW
Service Now, Inc.

Technology
35
+ 3.07%
$730.87 - $937.36 $25.6K - $32.8K
1.18K $1.05M
MTCH
Match Group, Inc.

Communication Services
151
+ 0.76%
$29.34 - $38.14 $4.43K - $5.76K
19.9K $753K
CVS
Cvs Health Corp

Healthcare
922
+ 3.9%
$55.81 - $63.18 $51.5K - $58.3K
24.6K $1.54M
AMT
American Tower Corp

Real Estate
21
+ 0.59%
$192.27 - $242.73 $4.04K - $5.1K
3.61K $839K
Activity Summary
Buys All Purchases 115 New Holdings 12 Increased Positions 103 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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