Mission Wealth Management, LP Sells in Q3 2024

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IP
International Paper CO

Consumer Cyclical
-1.87K
- 8.37%
$42.55 - $49.98 $79.6K - $93.5K
20.5K $1M
PKG
Packaging Corp Of America

Consumer Cyclical
-68
- 4.34%
$176.32 - $215.7 $12K - $14.7K
1.5K $322K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.36K
- 6.11%
$71.86 - $78.56 $169K - $185K
36.2K $2.84M
IQV
Iqvia Holdings Inc.

Healthcare
-4
- 0.25%
$206.81 - $251.55 $827 - $1.01K
1.62K $383K
IAU
Ishares Gold Trust

ETFs
-294
- 3.06%
$44.06 - $50.5 $13K - $14.8K
9.33K $463K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-31
- 0.47%
$77.02 - $85.06 $2.39K - $2.64K
6.6K $557K
VBK
Vanguard Small Cap Growth ETF

ETFs
-68
- 1.95%
$240.48 - $267.94 $16.4K - $18.2K
3.42K $914K
DD
Du Pont De Nemours, Inc.

Basic Materials
-77
- 1.33%
$77.22 - $89.49 $5.95K - $6.89K
5.72K $509K
SHOP
Shopify Inc.

Technology
-504
- 8.28%
$52.26 - $80.75 $26.3K - $40.7K
5.58K $447K
MDT
Medtronic PLC

Healthcare
-200
- 3.53%
$76.84 - $91.03 $15.4K - $18.2K
5.47K $492K
APD
Air Products & Chemicals, Inc.

Basic Materials
-47
- 2.93%
$247.34 - $300.11 $11.6K - $14.1K
1.56K $464K
ORA
Ormat Technologies, Inc.

Utilities
-145
- 1.23%
$69.2 - $78.16 $10K - $11.3K
11.7K $898K
TRMB
Trimble Inc.

Technology
-1.04K
- 5.4%
$49.82 - $62.06 $51.9K - $64.7K
18.3K $1.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-15
- 0.1%
$59.93 - $66.52 $899 - $998
15.6K $1.04M
ECL
Ecolab Inc.

Basic Materials
-80
- 1.78%
$228.86 - $255.76 $18.3K - $20.5K
4.4K $1.12M
ED
Consolidated Edison Inc

Utilities
-52
- 1.22%
$88.42 - $104.97 $4.6K - $5.46K
4.2K $436K
CMA
Comerica Inc

Financial Services
-71
- 1.04%
$49.93 - $61.49 $3.55K - $4.37K
6.75K $404K
EXPD
Expeditors International Of Washington Inc

Industrials
-183
- 1.48%
$116.1 - $131.42 $21.2K - $24K
12.2K $1.6M
AMP
Ameriprise Financial Inc

Financial Services
-2
- 0.14%
$391.53 - $469.81 $783 - $940
1.41K $662K
EME
Emcor Group, Inc.

Industrials
-285
- 9.98%
$340.22 - $435.6 $97K - $124K
2.57K $1.11M
DFAT
Dimensional ETF Tr U S Target

ETFs
-407
- 1.75%
$51.0 - $57.07 $20.8K - $23.2K
22.9K $1.27M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-386
- 2.01%
$25.07 - $29.94 $9.68K - $11.6K
18.8K $554K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-1.23K
- 5.6%
$39.55 - $45.17 $48.6K - $55.5K
20.7K $934K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-733
- 2.09%
$25.45 - $29.53 $18.7K - $21.6K
34.4K $1M
CNC
Centene Corp

Healthcare
-74
- 0.85%
$64.89 - $80.23 $4.8K - $5.94K
8.62K $648K
VFH
Vanguard Financial ETF

ETFs
-258
- 2.55%
$99.27 - $111.21 $25.6K - $28.7K
9.85K $1.08M
MTD
Mettler Toledo International Inc

Healthcare
-15
- 1.55%
$1308.0 - $1521.03 $19.6K - $22.8K
951 $1.43M
PSA
Public Storage

Real Estate
-5
- 0.46%
$283.13 - $365.01 $1.42K - $1.83K
1.07K $390K
TAP
Molson Coors Beverage CO

Consumer Defensive
-534
- 3.15%
$49.94 - $57.52 $26.7K - $30.7K
16.4K $943K
GLW
Corning Inc

Technology
-259
- 1.72%
$37.76 - $46.2 $9.78K - $12K
14.8K $666K
VST
Vistra Corp.

Utilities
-130
- 4.27%
$69.0 - $119.06 $8.97K - $15.5K
2.91K $345K
IMAX
Imax Corp

Communication Services
-4.88K
- 9.87%
$16.51 - $21.95 $80.5K - $107K
44.5K $912K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.43K
- 3.9%
$19.78 - $23.53 $28.4K - $33.7K
35.3K $818K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-763
- 1.51%
$38.51 - $41.69 $29.4K - $31.8K
49.9K $2.08M
GWW
W.W. Grainger, Inc.

Industrials
-109
- 7.23%
$896.19 - $1044.18 $97.7K - $114K
1.4K $1.45M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-38
- 0.45%
$210.25 - $231.86 $7.99K - $8.81K
8.33K $1.86M
SAP
Sap Se

Technology
-44
- 1.13%
$197.21 - $231.0 $8.68K - $10.2K
3.85K $882K
HCA
Hca Healthcare, Inc.

Healthcare
-241
- 10.49%
$315.12 - $406.43 $75.9K - $97.9K
2.06K $835K
WY
Weyerhaeuser CO

Real Estate
-1.03K
- 4.21%
$27.05 - $33.84 $27.8K - $34.8K
23.4K $793K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-83
- 0.19%
$30.27 - $34.42 $2.51K - $2.86K
43.9K $1.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-542
- 2.63%
$112.99 - $126.45 $61.2K - $68.5K
20.1K $2.53M
WDAY
Workday, Inc.

Technology
-54
- 0.94%
$207.75 - $264.68 $11.2K - $14.3K
5.67K $1.39M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.12K
- 2.89%
$31.05 - $34.29 $96.8K - $107K
105K $3.6M
CMF
Ishares California Muni Bond E

ETFs
-338
- 0.31%
$56.65 - $58.17 $19.1K - $19.7K
110K $6.38M
EIX
Edison International

Utilities
-70
- 0.81%
$71.19 - $87.72 $4.98K - $6.14K
8.56K $745K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.79K
- 2.56%
$61.11 - $67.85 $110K - $122K
68.3K $4.63M
BMI
Badger Meter Inc

Technology
-83
- 1.67%
$184.77 - $219.63 $15.3K - $18.2K
4.9K $1.07M
POOL
Pool Corp

Industrials
-115
- 4.28%
$296.17 - $376.8 $34.1K - $43.3K
2.57K $968K
FDS
Factset Research Systems Inc

Financial Services
-38
- 1.2%
$397.04 - $469.48 $15.1K - $17.8K
3.12K $1.43M
Activity Summary
Buys All Purchases 332 New Holdings 45 Increased Positions 287 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 11 Puts 18
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