Kfa Private Wealth Group, LLC Sells in Q3 2024

Kfa Private Wealth Group, LLC

  • $209 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-23.9K
- 32.76%
$159.75 - $174.57 $3.82M - $4.17M
49.1K $8.56M
SHV
Ishares Tr

ETFs
-25.6K
- 21.58%
$110.05 - $110.63 $2.82M - $2.83M
93K $10.3M
VO
Vanguard Mid Cap ETF

ETFs
-13.7K
- 35.02%
$237.84 - $263.83 $3.27M - $3.62M
25.5K $6.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-22.5K
- 23.84%
$113.41 - $125.62 $2.55M - $2.83M
72K $9.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17.7K
- 27.3%
$105.53 - $118.34 $1.87M - $2.1M
47.2K $5.52M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.76K
- 16.4%
$81.31 - $83.29 $793K - $813K
49.7K $4.14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.58K
- 41.83%
$96.25 - $101.98 $729K - $773K
10.5K $1.07M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-24.6K
- 11.68%
$25.19 - $25.5 $621K - $628K
186K $4.74M
IXUS
Ishares Tr

ETFs
-9.61K
- 20.12%
$64.9 - $73.35 $624K - $705K
38.2K $2.77M
VB
Vanguard Small Cap ETF

ETFs
-3.1K
- 18.58%
$214.77 - $237.72 $666K - $738K
13.6K $3.23M
META
Meta Platforms, Inc.

Communication Services
-356
- 34.07%
$453.41 - $572.44 $161K - $204K
689 $394K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-506
- 9.51%
$475.2 - $527.7 $240K - $267K
4.82K $2.54M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.58K
- 8.08%
$44.83 - $47.42 $205K - $217K
52.1K $2.45M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-967
- 23.67%
$92.63 - $105.69 $89.6K - $102K
3.12K $324K
VTI
Vanguard Total Stock Market Et

ETFs
-699
- 9.78%
$255.18 - $283.2 $178K - $198K
6.45K $1.83M
MSFT
Microsoft Corp

Technology
-34
- 0.79%
$395.15 - $467.56 $13.4K - $15.9K
4.25K $1.83M
KO
Coca Cola CO

Consumer Defensive
-2.02K
- 26.4%
$62.69 - $73.01 $126K - $147K
5.62K $403K
PG
Procter & Gamble CO

Consumer Defensive
-541
- 26.03%
$160.76 - $177.82 $87K - $96.2K
1.54K $266K
XLK
Technology Sector Spdr

ETFs
-299
- 2.4%
$197.34 - $237.68 $59K - $71.1K
12.2K $2.75M
WMT
Walmart Inc.

Consumer Defensive
-2.14K
- 27.47%
$66.91 - $81.4 $143K - $174K
5.66K $456K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-845
- 18.8%
$97.81 - $108.79 $82.6K - $91.9K
3.65K $397K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.34K
- 12.26%
$50.09 - $51.31 $67.3K - $68.9K
9.61K $492K
GOOG
Alphabet Inc.

Communication Services
-191
- 12.17%
$149.54 - $192.66 $28.6K - $36.8K
1.38K $230K
HDV
Ishares Core High Dividend ETF

ETFs
-901
- 12.81%
$107.62 - $118.76 $97K - $107K
6.13K $721K
VIG
Vanguard Dividend Appreciation

ETFs
-63
- 5.18%
$182.15 - $182.15 $11.5K - $11.5K
1.15K $210K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.29%
$772.14 - $960.02 $772 - $960
344 $304K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-203
- 12.61%
$405.19 - $478.57 $82.3K - $97.1K
1.41K $647K
MUB
Ishares National Muni Bond ETF

ETFs
-113
- 2.94%
$106.13 - $108.7 $12K - $12.3K
3.74K $405K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-180
- 8.82%
$117.9 - $128.2 $21.2K - $23.1K
1.86K $238K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 0.99%
$434.77 - $502.96 $6.09K - $7.04K
1.4K $682K
JPM
Jpmorgan Chase & CO

Financial Services
-48
- 2.39%
$194.9 - $224.8 $9.36K - $10.8K
1.96K $413K
JNJ
Johnson & Johnson

Healthcare
-143
- 5.41%
$145.48 - $167.38 $20.8K - $23.9K
2.5K $405K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-75
- 1.79%
$60.13 - $68.17 $4.51K - $5.11K
4.12K $279K
VEA
Vanguard Ftse Developed Market

ETFs
-82
- 1.05%
$47.6 - $53.31 $3.9K - $4.37K
7.74K $408K
NOC
Northrop Grumman Corp

Industrials
-20
- 3.82%
$423.73 - $533.14 $8.47K - $10.7K
504 $266K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-26
- 0.36%
$95.1 - $106.76 $2.47K - $2.78K
7.17K $765K
IBM
International Business Machines Corp

Technology
-24
- 1.18%
$175.1 - $223.38 $4.2K - $5.36K
2.02K $445K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-322
- 1.11%
$58.03 - $65.37 $18.7K - $21K
28.8K $1.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
-47
- 0.91%
$517.38 - $573.86 $24.3K - $27K
5.12K $2.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.65K
- 2.74%
$57.32 - $62.65 $152K - $166K
94.1K $5.86M
Activity Summary
Buys All Purchases 36 New Holdings 8 Increased Positions 28 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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