Pfg Private Wealth Management, LLC Purchases in Q3 2024

Pfg Private Wealth Management, LLC

  • $172 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PWV
Invesco Exchange Traded Fd Tr

ETFs
183K
New
$54.33 - $59.01 $9.95M - $10.8M
183K $10.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.7K
+ 50.68%
$105.53 - $118.34 $2.07M - $2.33M
58.4K $6.83M
VEA
Vanguard Ftse Developed Market

ETFs
553
+ 0.21%
$47.6 - $53.31 $26.3K - $29.5K
265K $14M
SPYG
Spdr Portfolio

ETFs
5.34K
+ 5.95%
$73.38 - $84.1 $391K - $449K
95K $7.88M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
15.1K
+ 4.92%
$24.78 - $25.11 $374K - $379K
322K $8.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.4K
+ 3.17%
$57.32 - $62.65 $138K - $150K
78.2K $4.87M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.15K
+ 2.62%
$24.62 - $25.59 $176K - $183K
281K $7.16M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.11K
+ 2.09%
$22.51 - $23.57 $138K - $144K
298K $7.02M
QUAL
Ishares Msci Usa Quality Facto

ETFs
365
+ 1.3%
$162.64 - $179.3 $59.4K - $65.4K
28.5K $5.11M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
4.13K
+ 1.51%
$22.76 - $23.41 $94K - $96.7K
277K $6.5M
META
Meta Platforms, Inc.

Communication Services
374
+ 180.68%
$453.41 - $572.44 $170K - $214K
581 $332K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.09K
+ 0.36%
$23.63 - $24.42 $25.8K - $26.6K
308K $7.49M
IBHD
Ishares Ibonds 2024 Term High

ETFs
8.49K
+ 3.2%
$23.11 - $23.29 $196K - $198K
274K $6.37M
PG
Procter & Gamble CO

Consumer Defensive
973
New
$160.76 - $177.82 $156K - $173K
973 $168K
IBHE
Ishares Ibonds 2025 Term High

ETFs
5.2K
+ 1.97%
$23.03 - $23.3 $120K - $121K
269K $6.26M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
3.32K
+ 1.15%
$25.04 - $25.21 $83.1K - $83.6K
292K $7.35M
PSN
Parsons Corp

Industrials
985
New
$76.52 - $103.68 $75.4K - $102K
985 $102K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.08K
New
$71.45 - $75.64 $76.8K - $81.3K
1.08K $80K
IBMO
Ishares Tr Ibonds December 202

ETFs
1.26K
+ 6.5%
$25.26 - $25.66 $31.9K - $32.4K
20.7K $529K
IWF
Ishares Russell 1000 Gr ETF

ETFs
86
+ 19.55%
$332.02 - $382.76 $28.6K - $32.9K
526 $197K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.1K
+ 6.11%
$26.42 - $26.67 $29K - $29.3K
19.1K $508K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
109
+ 1.61%
$60.84 - $67.51 $6.63K - $7.36K
6.87K $463K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.03K
+ 0.64%
$23.75 - $23.75 $48.2K - $48.2K
319K $7.57M
IEFA
Ishares Tr

ETFs
343
New
$70.09 - $78.74 $24K - $27K
343 $26K
TSLA
Tesla, Inc.

Consumer Cyclical
32
+ 13.01%
$191.76 - $263.26 $6.14K - $8.42K
278 $72K
IWD
Ishares Russell 1000 Val ETF

ETFs
129
New
$173.36 - $189.8 $22.4K - $24.5K
129 $24K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
302
New
$76.38 - $78.87 $23.1K - $23.8K
302 $23K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
26
+ 0.17%
$24.86 - $26.33 $646 - $685
15.2K $398K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
85
+ 9.1%
$96.25 - $101.98 $8.18K - $8.67K
1.02K $103K
IEMG
Ishares Inc

ETFs
199
New
$53.64 - $53.64 $10.7K - $10.7K
199 $10K
MRK
Merck & Co., Inc.

Healthcare
188
+ 17.62%
$111.15 - $128.97 $20.9K - $24.2K
1.26K $142K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
253
+ 1.27%
$25.97 - $26.11 $6.57K - $6.61K
20.1K $525K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44
+ 1.77%
$147.95 - $191.05 $6.51K - $8.41K
2.53K $439K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
125
New
$63.74 - $73.47 $7.97K - $9.18K
125 $8K
TLT
Ishares Barclays 20+ Year Trea

ETFs
68
New
$89.91 - $101.33 $6.11K - $6.89K
68 $6K
SPMD
Spdr Portfolio

ETFs
8
+ 0.88%
$50.29 - $54.92 $402 - $439
922 $50K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
83
New
$50.25 - $50.74 $4.17K - $4.21K
83 $4K
VUG
Vanguard Growth ETF

ETFs
9
New
$341.08 - $391.94 $3.07K - $3.53K
9 $3K
IWP
Ishares Russell Mid Cap Growth

ETFs
19
+ 55.88%
$103.87 - $117.59 $1.97K - $2.23K
53 $6K
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.5%
$66.91 - $81.4 $66.9 - $81.4
202 $16K
MGK
Vanguard Mega Cap Growth ETF

ETFs
4
+ 5.06%
$285.48 - $330.24 $1.14K - $1.32K
83 $26K
IWS
Ishares Russell Midcap Value E

ETFs
16
New
$119.52 - $132.25 $1.91K - $2.12K
16 $2K
DSI
Ishares Msci Kld 400 Social Et

ETFs
12
+ 44.44%
$97.81 - $108.79 $1.17K - $1.31K
39 $4K
AVGO
Broadcom Inc.

Technology
108
+ 900.0%
$136.27 - $1745.86 $14.7K - $189K
120 $20K
INVH
Invitation Homes Inc.

Real Estate
1
+ 5.26%
$33.2 - $37.28 $33.2 - $37.3
20 $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
3
New
$31.02 - $58.9 $93.1 - $177
3 $0
Six Flags Entertainment Corp
7
New
N/A
7 $0
Amentum Holdings Inc
1.01K
New
N/A
1.01K $0
KMI
Kinder Morgan, Inc.

Energy
1
+ 2.78%
$19.72 - $22.22 $19.7 - $22.2
37 $0
Activity Summary
Buys All Purchases 54 New Holdings 16 Increased Positions 38 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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