Kerntke Otto Mc Glone Wealth Management Group Purchases in Q3 2024

Kerntke Otto Mc Glone Wealth Management Group

  • $118 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
8.38K
+ 3.15%
$57.47 - $62.76 $482K - $526K
274K $17.2M
YLD
Principal Exchange Traded Fds

ETFs
88.5K
New
$18.89 - $19.62 $1.67M - $1.74M
88.5K $1.73M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.4K
+ 6.05%
$31.05 - $34.29 $727K - $803K
410K $14.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
60.9K
+ 412.94%
$22.55 - $23.1 $1.37M - $1.41M
75.6K $1.74M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
49.8K
New
$23.73 - $23.93 $1.18M - $1.19M
49.8K $1.19M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
39.6K
+ 21.53%
$23.13 - $23.43 $916K - $928K
224K $5.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.17K
+ 4.82%
$57.32 - $62.65 $354K - $387K
134K $8.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.89K
+ 3.02%
$105.53 - $118.34 $199K - $223K
64.3K $7.52M
DFIC
Dimensional ETF Tr Dimensional

ETFs
15.3K
+ 7.27%
$25.36 - $28.37 $387K - $433K
225K $6.34M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.9K
+ 6.74%
$72.52 - $82.35 $210K - $239K
46K $3.76M
XLU
Utilities Sector Spdr

ETFs
1.02K
+ 5.01%
$67.67 - $80.78 $69.3K - $82.7K
21.5K $1.73M
HDV
Ishares Core High Dividend ETF

ETFs
691
+ 2.86%
$107.62 - $118.76 $74.4K - $82.1K
24.8K $2.92M
IBMO
Ishares Tr Ibonds December 202

ETFs
10K
New
$25.26 - $25.66 $254K - $258K
10K $257K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.3K
New
$23.75 - $23.75 $245K - $245K
10.3K $244K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.29K
+ 8.29%
$47.95 - $49.61 $158K - $163K
42.9K $2.12M
PM
Philip Morris International Inc.

Consumer Defensive
1.7K
New
$101.25 - $127.45 $172K - $217K
1.7K $206K
DVY
Ishares Tr

ETFs
1.53K
New
$119.99 - $135.74 $183K - $207K
1.53K $206K
AFL
Aflac Inc

Financial Services
1.82K
New
$88.52 - $111.8 $161K - $203K
1.82K $202K
FISV
Fiserv Inc

Technology
1.26K
New
N/A
1.26K $157K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.75K
+ 6.0%
$32.65 - $36.69 $57.2K - $64.3K
31K $1.13M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$99.55 - $123.34 $199 - $247
6.11K $740K
NEM
Newmont Corp

Basic Materials
518
+ 8.24%
$41.65 - $55.85 $21.6K - $28.9K
6.8K $363K
IDV
Ishares Tr

ETFs
1.09K
+ 4.9%
$27.62 - $30.64 $30.1K - $33.3K
23.3K $704K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
84
+ 1.18%
$95.1 - $106.76 $7.99K - $8.97K
7.21K $769K
UNH
Unitedhealth Group Inc

Healthcare
4
+ 0.42%
$488.01 - $604.18 $1.95K - $2.42K
954 $557K
CGXU
Capital Group Intl Focus Equit

ETFs
1K
+ 3.37%
$24.27 - $27.46 $24.3K - $27.5K
30.7K $828K
CGGR
Capital Group Growth ETF Shs C

ETFs
913
+ 6.91%
$30.71 - $34.79 $28K - $31.8K
14.1K $491K
WEC
Wec Energy Group, Inc.

Utilities
7
+ 0.26%
$77.68 - $96.19 $544 - $673
2.73K $262K
VO
Vanguard Mid Cap ETF

ETFs
55
+ 4.23%
$237.84 - $263.83 $13.1K - $14.5K
1.36K $357K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
200
+ 9.21%
$97.19 - $109.09 $19.4K - $21.8K
2.37K $256K
CGUS
Capital Group Core Equity ETF
590
+ 7.18%
$31.19 - $34.33 $18.4K - $20.3K
8.8K $301K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
21
+ 0.6%
$117.9 - $128.2 $2.48K - $2.69K
3.5K $448K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11
+ 0.54%
$125.95 - $142.04 $1.39K - $1.56K
2.06K $292K
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 2.78%
$520.18 - $576.82 $9.36K - $10.4K
665 $383K
Series Portfolios Tr
54K
New
N/A
54K $0
AVGO
Broadcom Inc.

Technology
1.31K
+ 446.26%
$136.27 - $1745.86 $179K - $2.29M
1.61K $277K
Activity Summary
Buys All Purchases 37 New Holdings 10 Increased Positions 27 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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