Kerntke Otto Mc Glone Wealth Management Group Sells in Q3 2024

Kerntke Otto Mc Glone Wealth Management Group

  • $118 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-37.7K
- 17.17%
$23.88 - $24.01 $900K - $905K
182K $4.36M
VTI
Vanguard Total Stock Market Et

ETFs
-2.67K
- 24.13%
$255.18 - $283.2 $681K - $756K
8.4K $2.38M
IXUS
Ishares Tr

ETFs
-7.42K
- 23.72%
$64.9 - $73.35 $481K - $544K
23.9K $1.73M
MSFT
Microsoft Corp

Technology
-422
- 5.42%
$395.15 - $467.56 $167K - $197K
7.37K $3.17M
NVDA
Nvidia Corp

Technology
-1.59K
- 6.0%
$98.91 - $134.91 $158K - $215K
25K $3.03M
VIG
Vanguard Dividend Appreciation

ETFs
-1.02K
- 18.35%
$182.15 - $182.15 $185K - $185K
4.53K $824K
CLF
Cleveland Cliffs Inc.

Basic Materials
-3.79K
- 8.02%
$10.91 - $16.21 $41.3K - $61.4K
43.4K $554K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.35K
- 29.86%
$31.18 - $33.5 $136K - $146K
10.2K $339K
GOOGL
Alphabet Inc.

Communication Services
-489
- 20.82%
$148.65 - $191.18 $72.7K - $93.5K
1.86K $308K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.68K
- 22.62%
$44.65 - $47.21 $120K - $127K
9.18K $429K
DFAX
Dimensional ETF Tr
-4.37K
- 16.06%
$24.29 - $27.25 $106K - $119K
22.9K $617K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.68K
- 16.11%
$37.45 - $44.25 $63K - $74.4K
8.75K $374K
AAPL
Apple Inc.

Technology
-778
- 14.12%
$207.23 - $234.82 $161K - $183K
4.73K $1.1M
CVX
Chevron Corp

Energy
-21
- 0.87%
$137.88 - $161.97 $2.9K - $3.4K
2.38K $351K
AMZN
Amazon Com Inc

Consumer Cyclical
-67
- 5.17%
$161.02 - $200.0 $10.8K - $13.4K
1.23K $229K
GD
General Dynamics Corp

Industrials
-97
- 10.74%
$279.51 - $308.09 $27.1K - $29.9K
806 $243K
KMB
Kimberly Clark Corp

Consumer Defensive
-178
- 8.92%
$135.05 - $148.35 $24K - $26.4K
1.82K $258K
WMT
Walmart Inc.

Consumer Defensive
-1.64K
- 17.97%
$66.91 - $81.4 $110K - $133K
7.49K $604K
ITW
Illinois Tool Works Inc

Industrials
-156
- 11.26%
$233.14 - $263.97 $36.4K - $41.2K
1.23K $322K
MGEE
Mge Energy Inc

Utilities
-597
- 16.58%
$73.49 - $92.42 $43.9K - $55.2K
3K $274K
XOM
Exxon Mobil Corp

Energy
-88
- 0.84%
$109.72 - $119.0 $9.66K - $10.5K
10.3K $1.21M
PWR
Quanta Services, Inc.

Industrials
-201
- 11.7%
$239.58 - $298.23 $48.2K - $59.9K
1.52K $451K
CGDV
Capital Group Divid Value ETF

ETFs
-1.36K
- 7.03%
$32.96 - $36.48 $44.9K - $49.7K
18K $656K
IEFA
Ishares Tr

ETFs
-49
- 1.12%
$70.09 - $78.74 $3.43K - $3.86K
4.34K $338K
FIS
Fidelity National Information Services, Inc.

Technology
-2
- 0.06%
$72.8 - $85.04 $146 - $170
3.3K $276K
JNJ
Johnson & Johnson

Healthcare
-111
- 3.68%
$145.48 - $167.38 $16.1K - $18.6K
2.91K $471K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-79
- 6.13%
$405.19 - $478.57 $32K - $37.8K
1.21K $556K
CAT
Caterpillar Inc

Industrials
-9
- 1.34%
$316.8 - $391.12 $2.85K - $3.52K
663 $259K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-385
- 3.83%
$83.76 - $91.82 $32.2K - $35.4K
9.68K $883K
WPC
W. P. Carey Inc.

Real Estate
-273
- 3.5%
$54.63 - $63.96 $14.9K - $17.5K
7.52K $468K
KO
Coca Cola CO

Consumer Defensive
-37
- 0.67%
$62.69 - $73.01 $2.32K - $2.7K
5.51K $395K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-231
- 1.55%
$113.41 - $125.62 $26.2K - $29K
14.6K $1.84M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.05K
- 7.93%
$82.97 - $98.97 $87.1K - $104K
12.2K $1.19M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-226
- 0.73%
$52.04 - $64.22 $11.8K - $14.5K
30.6K $1.87M
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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