Moneywise, Inc. New Holdings in Q3 2024

Moneywise, Inc.

  • $193 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
43.3K
New
$57.47 - $62.76 $2.49M - $2.72M
43.3K $2.71M
MSFT
Microsoft Corp

Technology
3.62K
New
$395.15 - $467.56 $1.43M - $1.69M
3.62K $1.56M
GOOG
Alphabet Inc.

Communication Services
5.06K
New
$149.54 - $192.66 $756K - $974K
5.06K $845K
VTI
Vanguard Total Stock Market Et

ETFs
2.52K
New
$255.18 - $283.2 $644K - $715K
2.52K $714K
HD
Home Depot, Inc.

Consumer Cyclical
500
New
$333.64 - $405.2 $167K - $203K
500 $202K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.63K
New
$111.9 - $124.28 $183K - $203K
1.63K $201K
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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