Greenwich Wealth Management LLC Purchases in Q4 2024

Greenwich Wealth Management LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
89.9K
+ 104.4%
$63.31 - $82.85 $5.69M - $7.45M
176K $13M
AAPL
Apple Inc.

Technology
236
+ 0.11%
$221.69 - $259.02 $52.3K - $61.1K
207K $51.8M
Vanguard Malvern Fds
39.1K
+ 95.04%
N/A
80.2K $6.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
422
+ 0.2%
$567.81 - $607.81 $240K - $256K
208K $122M
DOCU
Docusign, Inc.

Technology
184
+ 0.2%
$61.42 - $106.99 $11.3K - $19.7K
93.9K $8.45M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
45K
+ 36.54%
$50.62 - $50.97 $2.28M - $2.29M
168K $8.53M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.02%
$486.1 - $608.57 $2.43K - $3.04K
29.1K $16.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
26.4K
+ 84.45%
$50.37 - $50.6 $1.33M - $1.34M
57.8K $2.91M
VNLA
Janus Henderson Short Duration

ETFs
24.9K
New
$48.82 - $49.11 $1.22M - $1.22M
24.9K $1.22M
AVGO
Broadcom Inc.

Technology
1.09K
+ 8.06%
$159.67 - $250.0 $174K - $273K
14.6K $3.39M
BX
Blackstone Inc.

Financial Services
7
+ 0.02%
$148.45 - $199.05 $1.04K - $1.39K
41.1K $7.09M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.7K
New
$67.29 - $73.38 $786K - $857K
11.7K $793K
VIRT
Virtu Financial, Inc.

Financial Services
4
+ 0.0%
$30.43 - $37.95 $122 - $152
147K $5.24M
JCPB
J P Morgan Exchange Traded Fd

ETFs
16.4K
New
$46.07 - $48.17 $757K - $791K
16.4K $757K
CCJ
Cameco Corp

Energy
50
+ 0.02%
$48.64 - $61.14 $2.43K - $3.06K
200K $10.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.3K
+ 29.11%
$57.53 - $60.83 $822K - $870K
63.4K $3.65M
AMZN
Amazon Com Inc

Consumer Cyclical
300
+ 1.8%
$180.88 - $232.93 $54.3K - $69.9K
16.9K $3.72M
CSCO
Cisco Systems, Inc.

Technology
772
+ 0.87%
$52.45 - $60.02 $40.5K - $46.3K
89.1K $5.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.53K
+ 56.2%
$126.68 - $134.74 $574K - $610K
12.6K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
812
+ 6.36%
$205.18 - $250.29 $167K - $203K
13.6K $3.26M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
8.41K
New
$63.01 - $68.55 $530K - $576K
8.41K $532K
MS
Morgan Stanley

Financial Services
1.04K
+ 8.18%
$104.42 - $134.99 $108K - $140K
13.7K $1.72M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.94K
New
$99.04 - $109.59 $390K - $431K
3.94K $392K
GOOGL
Alphabet Inc.

Communication Services
1.17K
+ 16.28%
$161.86 - $196.66 $189K - $230K
8.33K $1.58M
MSFT
Microsoft Corp

Technology
2.03K
+ 3.74%
$406.35 - $454.46 $823K - $920K
56.1K $23.6M
GOOG
Alphabet Inc.

Communication Services
517
+ 5.05%
$163.08 - $198.16 $84.3K - $102K
10.8K $2.05M
KD
Kyndryl Holdings, Inc.

Technology
144
+ 0.51%
$22.43 - $35.79 $3.23K - $5.15K
28.2K $976K
AVLV
American Centy ETF Tr Avantis
3.37K
+ 2.97%
$65.51 - $71.22 $220K - $240K
117K $7.8M
PIPR
Piper Sandler Companies

Financial Services
17
+ 0.08%
$280.53 - $348.81 $4.77K - $5.93K
20.1K $6.04M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
5.77K
New
$57.07 - $62.58 $329K - $361K
5.77K $330K
JPHY
Jp Morgan High Yield Research

ETFs
6.83K
New
N/A
6.83K $315K
AVUV
American Centy ETF Tr Avantis

ETFs
2.69K
+ 3.44%
$94.37 - $106.41 $253K - $286K
80.9K $7.81M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.79K
+ 20.43%
$53.94 - $58.15 $258K - $279K
28.2K $1.59M
APP
App Lovin Corp

Technology
818
New
$130.67 - $401.5 $107K - $328K
818 $265K
T
At&T Inc.

Communication Services
11.5K
New
$21.22 - $23.88 $245K - $276K
11.5K $263K
WFC
Wells Fargo & Company

Financial Services
3.48K
New
$54.98 - $77.35 $191K - $269K
3.48K $244K
XLF
Financial Sector Spdr

ETFs
869
+ 1.31%
$44.89 - $51.34 $39K - $44.6K
67.2K $3.25M
BAC
Bank Of America Corp

Financial Services
2.7K
+ 9.98%
$39.22 - $47.77 $106K - $129K
29.8K $1.31M
FANG
Diamondback Energy, Inc.

Energy
1.33K
New
$153.06 - $199.5 $203K - $265K
1.33K $218K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
186
+ 2.47%
$172.07 - $207.36 $32K - $38.6K
7.71K $1.52M
VICI
Vici Properties Inc.

Real Estate
7.27K
New
$28.27 - $33.19 $206K - $241K
7.27K $212K
QCOM
Qualcomm Inc

Technology
1.37K
New
$150.4 - $178.04 $206K - $244K
1.37K $210K
Ishares Bitcoin Trust ETF
3.96K
New
N/A
3.96K $210K
UTES
Virtus Reaves Utilities ETF
3.27K
New
N/A
3.27K $208K
SAMT
Advisors Inn.Circle Fd Iii Str
5.29K
+ 14.53%
$27.63 - $31.15 $146K - $165K
41.6K $1.21M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
5.44K
New
$37.41 - $42.14 $203K - $229K
5.44K $203K
USL
United States 12 Month Oil Fund, LP

ETFs
5.26K
New
$35.56 - $39.89 $187K - $210K
5.26K $200K
NFLX
Netflix Inc

Communication Services
55
+ 9.18%
$687.65 - $936.56 $37.8K - $51.5K
654 $583K
PH
Parker Hannifin Corp

Industrials
162
+ 1.33%
$621.74 - $709.46 $101K - $115K
12.3K $7.84M
Activity Summary
Buys All Purchases 149 New Holdings 19 Increased Positions 130 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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