Lpwm LLC Incresed Positions in Q3 2024

Lpwm LLC

  • $308 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
6.16K
+ 2.27%
$181.06 - $197.17 $1.11M - $1.21M
277K $54.7M
IWS
Ishares Russell Midcap Value E

ETFs
4.55K
+ 2.28%
$119.52 - $132.25 $544K - $602K
204K $27M
VONG
Vanguard Russell 1000 Growth E

ETFs
8.03K
+ 1.21%
$85.48 - $98.39 $686K - $790K
672K $64.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.5K
+ 7.01%
$96.25 - $101.98 $1.11M - $1.17M
176K $17.8M
IEFA
Ishares Tr

ETFs
1.34K
+ 0.85%
$70.09 - $78.74 $93.7K - $105K
159K $12.4M
VNQ
Vanguard Specialized Funds Van

ETFs
1.03K
+ 2.0%
$82.97 - $98.97 $85.5K - $102K
52.6K $5.13M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.72K
+ 2.31%
$77.23 - $87.97 $133K - $151K
76.1K $6.61M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11K
+ 5.37%
$48.06 - $49.39 $529K - $544K
216K $10.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.18K
+ 3.54%
$41.9 - $48.26 $175K - $202K
122K $5.85M
MUB
Ishares National Muni Bond ETF

ETFs
5.24K
+ 9.76%
$106.13 - $108.7 $556K - $569K
58.9K $6.4M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.86K
+ 2.63%
$40.45 - $47.24 $75.3K - $87.9K
72.7K $3.41M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
3.12K
+ 2.31%
$23.54 - $26.35 $73.5K - $82.3K
138K $3.61M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.34K
+ 184.77%
$91.42 - $91.82 $397K - $399K
6.69K $614K
IWR
Ishares Russell Mid Cap ETF

ETFs
867
+ 2.11%
$79.92 - $88.19 $69.3K - $76.5K
41.9K $3.7M
VEA
Vanguard Ftse Developed Market

ETFs
2.19K
+ 4.27%
$47.6 - $53.31 $104K - $117K
53.5K $2.83M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2K
+ 20.02%
$106.11 - $113.72 $212K - $227K
12K $1.35M
ICVT
Ishares Tr Convertible Bond Et

ETFs
854
+ 2.43%
$77.24 - $83.67 $66K - $71.5K
36K $3.01M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
461
+ 2.08%
$112.99 - $126.45 $52.1K - $58.3K
22.6K $2.85M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.41K
+ 2.26%
$56.04 - $62.99 $78.8K - $88.6K
63.6K $3.89M
AVGO
Broadcom Inc.

Technology
5.06K
+ 900.0%
$136.27 - $1745.86 $689K - $8.83M
5.62K $969K
QUAL
Ishares Msci Usa Quality Facto

ETFs
6
+ 0.12%
$162.64 - $179.3 $976 - $1.08K
4.99K $894K
TIP
Ishares Tr Tips Bd ETF

ETFs
78
+ 1.23%
$105.92 - $110.83 $8.26K - $8.64K
6.43K $710K
IEMG
Ishares Inc

ETFs
460
+ 2.17%
$53.64 - $53.64 $24.7K - $24.7K
21.7K $1.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
159
+ 4.52%
$57.32 - $62.65 $9.11K - $9.96K
3.68K $229K
IWF
Ishares Russell 1000 Gr ETF

ETFs
7
+ 0.7%
$332.02 - $382.76 $2.32K - $2.68K
1.01K $378K
FCX
Freeport Mcmoran Inc

Basic Materials
131
+ 2.53%
$39.52 - $51.92 $5.18K - $6.8K
5.32K $265K
AMZN
Amazon Com Inc

Consumer Cyclical
25
+ 0.39%
$161.02 - $200.0 $4.03K - $5K
6.44K $1.2M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$148.65 - $191.18 $149 - $191
4.52K $749K
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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