Kerntke Otto Mc Glone Wealth Management Group Incresed Positions 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
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
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
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
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
200
+ 9.21%
$97.19 - $109.09 $19.4K - $21.8K
2.37K $256K
VO
Vanguard Mid Cap ETF

ETFs
55
+ 4.23%
$237.84 - $263.83 $13.1K - $14.5K
1.36K $357K
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
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
Track This Portfolio

Track Kerntke Otto Mc Glone Wealth Management Group Portfolio

Follow Kerntke Otto Mc Glone Wealth Management Group 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 Kerntke Otto Mc Glone Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Kerntke Otto Mc Glone Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email