Madison Wealth Partners, Inc Sells in Q3 2024

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5K
- 15.34%
$162.83 - $179.16 $813K - $895K
27.6K $4.94M
MUB
Ishares National Muni Bond ETF

ETFs
-1.55K
- 5.86%
$106.13 - $108.7 $164K - $168K
24.9K $2.7M
HMOP
Hartford Fds Exchange Traded T

ETFs
-2.85K
- 22.09%
$38.61 - $39.46 $110K - $112K
10K $395K
T
At&T Inc.

Communication Services
-4.96K
- 23.65%
$18.21 - $22.28 $90.2K - $110K
16K $351K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-806
- 7.59%
$96.25 - $101.98 $77.6K - $82.2K
9.82K $994K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-556
- 18.62%
$75.32 - $84.37 $41.9K - $46.9K
2.43K $203K
XOM
Exxon Mobil Corp

Energy
-231
- 5.45%
$109.72 - $119.0 $25.3K - $27.5K
4.01K $469K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-5.81K
- 2.41%
$63.74 - $73.47 $371K - $427K
236K $16.9M
C
Citigroup Inc

Financial Services
-46
- 0.9%
$56.11 - $67.61 $2.58K - $3.11K
5.05K $315K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-222
- 2.88%
$49.69 - $50.5 $11K - $11.2K
7.49K $378K
PHK
Pimco High Income Fund

Financial Services
-1.75K
- 7.58%
$4.76 - $5.0 $8.33K - $8.75K
21.4K $106K
JPM
Jpmorgan Chase & CO

Financial Services
-326
- 4.18%
$194.9 - $224.8 $63.5K - $73.3K
7.48K $1.58M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-200
- 3.38%
$39.31 - $41.32 $7.86K - $8.26K
5.72K $236K
CSHI
Shp ETF Tr Neos Enhanced Incom
-5.34K
- 14.31%
N/A
32K $0
IEMG
Ishares Inc

ETFs
-27
- 0.15%
$53.64 - $53.64 $1.45K - $1.45K
18K $965K
CGMU
Capital Group Core Plus Income
-452
- 1.29%
N/A
34.7K $0
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1
- 0.07%
$152.9 - $180.39 $153 - $180
1.46K $253K
HYG
Ishares Tr

ETFs
-92
- 2.44%
$76.72 - $80.36 $7.06K - $7.39K
3.68K $295K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.43%
$332.02 - $382.76 $1.66K - $1.91K
1.16K $433K
IGV
Ishares Expanded Tech Software

ETFs
-11
- 0.17%
$77.94 - $89.37 $857 - $983
6.44K $575K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-883
- 5.56%
$46.9 - $51.96 $41.4K - $45.9K
15K $772K
HDV
Ishares Core High Dividend ETF

ETFs
-144
- 3.66%
$107.62 - $118.76 $15.5K - $17.1K
3.79K $446K
IWM
Ishares Russell 2000 ETF

ETFs
-69
- 3.19%
$200.87 - $224.6 $13.9K - $15.5K
2.1K $462K
CGCP
Capital Group Core Plus Income

ETFs
-115
- 0.4%
$22.12 - $23.31 $2.54K - $2.68K
28.5K $659K
VTV
Vanguard Value ETF

ETFs
-6
- 0.27%
$159.75 - $174.57 $959 - $1.05K
2.25K $391K
KRE
Spdr S&P Regional Banking ETF

ETFs
-175
- 2.67%
$47.94 - $59.23 $8.39K - $10.4K
6.38K $360K
LOW
Lowes Companies Inc

Consumer Cyclical
-14
- 1.36%
$213.3 - $270.78 $2.99K - $3.79K
1.01K $274K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.31K
- 2.3%
$11.52 - $12.52 $26.7K - $29K
98.3K $1.21M
META
Meta Platforms, Inc.

Communication Services
-70
- 5.05%
$453.41 - $572.44 $31.7K - $40.1K
1.32K $752K
LNT
Alliant Energy Corp

Utilities
-201
- 1.37%
$50.74 - $60.74 $10.2K - $12.2K
14.4K $875K
TSLA
Tesla, Inc.

Consumer Cyclical
-18
- 0.35%
$191.76 - $263.26 $3.45K - $4.74K
5.13K $1.34M
IXUS
Ishares Tr

ETFs
-919
- 0.97%
$64.9 - $73.35 $59.6K - $67.4K
94K $6.83M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.09K
- 0.32%
$116.79 - $133.54 $127K - $145K
341K $45M
Activity Summary
Buys All Purchases 86 New Holdings 25 Increased Positions 61 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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