Keyes, Stange & Wooten Wealth Management, LLC New Holdings in Q4 2024

Keyes, Stange & Wooten Wealth Management, LLC

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
14.3K
New
N/A
14.3K $430M
AVDE
American Centy ETF Tr Avantis

ETFs
5.88K
New
$60.9 - $66.69 $358K - $392K
5.88K $361M
O
Realty Income Corp

Real Estate
5.29K
New
$51.76 - $64.71 $274K - $342K
5.29K $282M
BA
Boeing CO

Industrials
1.6K
New
$138.14 - $180.72 $220K - $288K
1.6K $282M
TSLA
Tesla, Inc.

Consumer Cyclical
610
New
$213.65 - $479.86 $130K - $293K
610 $246M
GOOG
Alphabet Inc.

Communication Services
1.11K
New
$163.08 - $198.16 $180K - $219K
1.11K $211M
RVT
Royce Value Trust, Inc.

Financial Services
10.7K
New
$15.15 - $16.9 $163K - $181K
10.7K $170M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
17.7K
New
$5.64 - $5.93 $99.9K - $105K
17.7K $101M
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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