Kmg Fiduciary Partners, LLC Purchases in Q3 2024

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EPS
Wisdomtree U.S. Largecap Fund

ETFs
96
+ 0.38%
$54.33 - $60.04 $5.22K - $5.76K
25.3K $1.52M
UBER
Uber Technologies, Inc

Technology
422
+ 2.01%
$58.48 - $77.47 $24.7K - $32.7K
21.4K $1.61M
AMGN
Amgen Inc

Healthcare
9
+ 0.12%
$309.38 - $337.38 $2.78K - $3.04K
7.44K $2.4M
XOM
Exxon Mobil Corp

Energy
358
+ 2.3%
$109.72 - $119.0 $39.3K - $42.6K
15.9K $1.87M
TIP
Ishares Tr Tips Bd ETF

ETFs
100
+ 0.63%
$105.92 - $110.83 $10.6K - $11.1K
16K $1.77M
ETR
Entergy Corp

Utilities
6
+ 0.24%
$104.75 - $131.61 $629 - $790
2.52K $331K
MUB
Ishares National Muni Bond ETF

ETFs
295
+ 2.73%
$106.13 - $108.7 $31.3K - $32.1K
11.1K $1.21M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
29
+ 0.32%
$46.45 - $53.68 $1.35K - $1.56K
9.04K $476K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
33
+ 0.1%
$47.18 - $48.74 $1.56K - $1.61K
34.7K $1.69M
DWM
Wisdomtree Tr

ETFs
52
+ 0.46%
$52.24 - $58.1 $2.72K - $3.02K
11.3K $647K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.06%
$127.29 - $141.5 $255 - $283
3.12K $435K
QQQ
Invesco Qqq Trust, Series 1

ETFs
51
+ 7.23%
$434.77 - $502.96 $22.2K - $25.7K
756 $368K
IWR
Ishares Russell Mid Cap ETF

ETFs
17
+ 0.43%
$79.92 - $88.19 $1.36K - $1.5K
4K $352K
OC
Owens Corning

Industrials
80
+ 1.49%
$154.02 - $186.38 $12.3K - $14.9K
5.43K $958K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
106
+ 0.55%
$25.18 - $28.27 $2.67K - $3K
19.2K $532K
VHT
Vanguard Health Care ETF

ETFs
22
+ 1.87%
$261.88 - $288.1 $5.76K - $6.34K
1.2K $338K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3
+ 0.08%
$80.13 - $88.89 $240 - $267
3.58K $316K
SPG
Simon Property Group Inc

Real Estate
12
+ 0.87%
$146.09 - $170.11 $1.75K - $2.04K
1.39K $234K
VGT
Vanguard Information Technolog

ETFs
24
+ 2.09%
$514.43 - $606.85 $12.3K - $14.6K
1.17K $686K
BSX
Boston Scientific Corp

Healthcare
50
+ 1.86%
$72.96 - $84.0 $3.65K - $4.2K
2.73K $228K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
99
+ 0.58%
$22.38 - $23.66 $2.22K - $2.34K
17.2K $404K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
741
+ 11.07%
$233.4 - $302.36 $173K - $224K
7.43K $2.02M
ADI
Analog Devices Inc

Technology
28
+ 0.81%
$200.56 - $243.33 $5.62K - $6.81K
3.5K $805K
IEMG
Ishares Inc

ETFs
72
+ 0.21%
$53.64 - $53.64 $3.86K - $3.86K
34.3K $1.84M
IHDG
Wisdomtree Tr

ETFs
43
+ 0.22%
$42.42 - $46.78 $1.82K - $2.01K
20K $914K
FTSL
First Trust Senior Ln Fund

ETFs
3
+ 0.02%
$45.51 - $46.26 $137 - $139
18.5K $847K
BAC
Bank Of America Corp

Financial Services
82
+ 0.56%
$36.65 - $44.13 $3.01K - $3.62K
14.7K $582K
TXN
Texas Instruments Inc

Technology
1
+ 0.02%
$194.6 - $194.6 $195 - $195
4.88K $950K
Fidelity Merrimack Str Tr
95.9K
+ 496.8%
N/A
115K $0
Ab Active Etfs Inc
19.7K
New
N/A
19.7K $0
PSEP
Innovator U.S. Equity Power Bu
6.35K
New
N/A
6.35K $0
CGMS
Capital Grp Core Plus Income E
193K
+ 554.38%
N/A
227K $0
Fidelity Covington Trust
106K
+ 384.41%
N/A
134K $0
GM
General Motors CO

Consumer Cyclical
2.14K
+ 3.59%
$39.95 - $49.9 $85.4K - $107K
61.7K $2.77M
HON
Honeywell International Inc

Industrials
3
+ 0.11%
$196.73 - $220.21 $590 - $661
2.78K $574K
FHN
First Horizon Corp

Financial Services
952
+ 0.64%
$14.63 - $17.45 $13.9K - $16.6K
150K $2.33M
C
Citigroup Inc

Financial Services
182
+ 0.45%
$56.11 - $67.61 $10.2K - $12.3K
40.8K $2.55M
DIS
Walt Disney CO

Communication Services
1.26K
+ 2.32%
$85.6 - $98.61 $107K - $124K
55.4K $5.33M
PSX
Phillips 66

Energy
690
+ 4.8%
$125.0 - $147.17 $86.3K - $102K
15.1K $1.98M
CLF
Cleveland Cliffs Inc.

Basic Materials
19.5K
+ 14.98%
$10.91 - $16.21 $213K - $316K
150K $1.91M
MSFT
Microsoft Corp

Technology
4.11K
+ 3.51%
$395.15 - $467.56 $1.62M - $1.92M
121K $52.1M
DVN
Devon Energy Corp

Energy
1.61K
+ 4.7%
$37.87 - $48.65 $61.1K - $78.5K
35.9K $1.4M
STLA
Stellantis N.V.

Consumer Cyclical
6.63K
+ 8.79%
$14.05 - $20.71 $93.2K - $137K
82.1K $1.15M
F
Ford Motor CO

Consumer Cyclical
1.22K
+ 0.49%
$9.71 - $14.55 $11.9K - $17.8K
250K $2.64M
AMZN
Amazon Com Inc

Consumer Cyclical
2.8K
+ 1.64%
$161.02 - $200.0 $451K - $560K
174K $32.4M
AMAT
Applied Materials Inc

Technology
416
+ 1.61%
$174.88 - $254.97 $72.8K - $106K
26.3K $5.31M
Activity Summary
Buys All Purchases 147 New Holdings 33 Increased Positions 114 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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