Melfa Wealth Management, LLC New Holdings in Q3 2024

Melfa Wealth Management, LLC

  • $152 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
1.1K
New
$266.03 - $266.03 $292K - $292K
1.1K $304M
VB
Vanguard Small Cap ETF

ETFs
850
New
$214.77 - $237.72 $183K - $202K
850 $202M
AINV
Apollo Investment Corp

Financial Services
13.7K
New
N/A
13.7K $184M
Advent Conv & Income Fd
13.8K
New
N/A
13.8K $275K
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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