Journey Strategic Wealth LLC New Holdings in Q3 2024

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
1.01K
New
$175.14 - $206.36 $176K - $207K
1.01K $207K
EXLS
Exl Service Holdings, Inc.

Technology
5.44K
New
$31.2 - $38.15 $170K - $208K
5.44K $207K
CSL
Carlisle Companies Inc

Industrials
460
New
$376.5 - $449.34 $173K - $207K
460 $206K
AON
Aon PLC

Financial Services
595
New
$293.16 - $351.06 $174K - $209K
595 $205K
INDA
Ishares Msci India Index Fund

ETFs
3.51K
New
$54.86 - $59.22 $192K - $208K
3.51K $205K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15.2K
New
$12.67 - $14.36 $193K - $219K
15.2K $204K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.22K
New
$84.81 - $93.54 $188K - $207K
2.22K $203K
GIS
General Mills Inc

Consumer Defensive
2.75K
New
$62.5 - $75.15 $172K - $207K
2.75K $203K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.43K
New
$39.95 - $45.86 $177K - $203K
4.43K $202K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.5K
New
$31.07 - $39.36 $171K - $216K
5.5K $201K
ADSK
Autodesk, Inc.

Technology
798
New
$245.83 - $245.83 $196K - $196K
798 $196K
OUT
Outfront Media Inc.

Real Estate
10.3K
New
$13.91 - $18.77 $143K - $193K
10.3K $189K
LUMN
Lumen Technologies, Inc.

Communication Services
26.3K
New
$1.03 - $7.28 $27.1K - $191K
26.3K $186K
FISV
Fiserv Inc

Technology
1.37K
New
N/A
1.37K $171K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
11.5K
New
$11.86 - $12.27 $136K - $141K
11.5K $137K
F
Ford Motor CO

Consumer Cyclical
12.3K
New
$9.71 - $14.55 $119K - $179K
12.3K $129K
ASX
Ase Technology Holding Co., Ltd.

Technology
10.2K
New
$8.6 - $12.5 $87.6K - $127K
10.2K $99K
RES
Rpc Inc

Energy
11.8K
New
$5.72 - $7.47 $67.4K - $88K
11.8K $74K
FNGR
Finger Motion, Inc.

Communication Services
10K
New
$1.68 - $2.55 $16.8K - $25.5K
10K $21K
American Healthcare Reit Inc
43.8K
New
N/A
43.8K $0
Morgan Stanley ETF Trust
4.19K
New
N/A
4.19K $0
Amplify ETF Tr
3.72K
New
N/A
3.72K $0
New York Cmnty Bancorp Inc
12.7K
New
N/A
12.7K $0
Arcadium Lithium PLC
10.5K
New
N/A
10.5K $0
Ge Vernova Inc
1.3K
New
N/A
1.3K $0
Healthcare Rlty Tr
23.5K
New
N/A
23.5K $0
BFB
Brown Forman Corp Cl B
59.3K
New
N/A
59.3K $0
BFA
Brown Forman Corp Cl A
36.5K
New
N/A
36.5K $0
Peakstone Realty Trust
11.7K
New
N/A
11.7K $0
Proshares Tr Ii
14.5K
New
N/A
14.5K $0
Activity Summary
Buys All Purchases 419 New Holdings 131 Increased Positions 288 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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