Kerntke Otto Mc Glone Wealth Management Group New Holdings in Q3 2024

Kerntke Otto Mc Glone Wealth Management Group

  • $118 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
YLD
Principal Exchange Traded Fds

ETFs
88.5K
New
$18.89 - $19.62 $1.67M - $1.74M
88.5K $1.73M
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
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
14K
New
$24.78 - $25.11 $348K - $352K
14K $352K
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
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
Series Portfolios Tr
54K
New
N/A
54K $0
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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