Ma Private Wealth Incresed Positions in Q3 2024

Ma Private Wealth

  • $533 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
759K
+ 6584.49%
$44.24 - $49.47 $33.6M - $37.5M
770K $38.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
106K
+ 50.09%
$84.77 - $97.13 $8.99M - $10.3M
318K $30.4M
XCEM
Columbia ETF Tr Ii

ETFs
258K
+ 50.37%
$30.17 - $33.79 $7.78M - $8.71M
769K $25.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
30.8K
+ 5.68%
$44.9 - $47.55 $1.38M - $1.46M
574K $27.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
56.8K
+ 15.59%
$26.69 - $29.87 $1.52M - $1.7M
421K $12.2M
EFG
Msci Eafe Growth ETF

ETFs
4.56K
+ 1.98%
$96.84 - $108.77 $441K - $496K
235K $25.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.96K
+ 8.82%
$113.41 - $125.62 $336K - $372K
36.5K $4.59M
IXC
Ishares Tr Global Energy ETF

ETFs
14.1K
+ 11.56%
$38.94 - $42.35 $550K - $598K
136K $5.52M
AAPL
Apple Inc.

Technology
24
+ 0.17%
$207.23 - $234.82 $4.97K - $5.64K
13.8K $3.21M
IVE
Ishares S&P 500 Value ETF

ETFs
623
+ 5.55%
$181.06 - $197.17 $113K - $123K
11.8K $2.33M
IEV
Ishares Tr Europe ETF

ETFs
1.39K
+ 13.05%
$53.25 - $58.78 $74K - $81.6K
12K $700K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
183
+ 0.61%
$56.29 - $62.74 $10.3K - $11.5K
30.3K $1.9M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.29K
+ 13.12%
$56.04 - $62.99 $72.2K - $81.1K
11.1K $678K
MBB
Ishares Tr

ETFs
173
+ 0.86%
$90.85 - $96.66 $15.7K - $16.7K
20.2K $1.93M
ABBV
Abb Vie Inc.

Healthcare
201
+ 9.83%
$163.84 - $199.33 $32.9K - $40.1K
2.25K $443K
USXF
Ishares Esg Advanced Msci Usa

Technology
224
+ 0.96%
$43.59 - $49.35 $9.76K - $11.1K
23.6K $1.16M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.09K
+ 9.59%
$26.43 - $29.86 $28.7K - $32.4K
12.4K $365K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
223
+ 2.78%
$64.83 - $72.82 $14.5K - $16.2K
8.25K $594K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
83
+ 0.36%
$43.99 - $46.63 $3.65K - $3.87K
22.9K $1.06M
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 1.07%
$333.64 - $405.2 $2.34K - $2.84K
662 $268K
TLT
Ishares Barclays 20+ Year Trea

ETFs
19
+ 0.3%
$89.91 - $101.33 $1.71K - $1.93K
6.35K $622K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
291
+ 0.96%
$22.51 - $23.92 $6.55K - $6.96K
30.6K $727K
AVGO
Broadcom Inc.

Technology
2.16K
+ 900.0%
$136.27 - $1745.86 $294K - $3.77M
2.4K $414K
AMD
Advanced Micro Devices Inc

Technology
20
+ 0.29%
$128.67 - $183.96 $2.57K - $3.68K
7.02K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 1.37%
$194.9 - $224.8 $2.92K - $3.37K
1.11K $233K
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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