Private Wealth Management Group, LLC Purchases in Q3 2024

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
61.5K
+ 125.9%
$35.8 - $39.69 $2.2M - $2.44M
110K $4.38B
Dimensional ETF Trust
23.4K
+ 5.51%
N/A
447K $12.9B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.7K
+ 1.18%
$31.05 - $34.29 $331K - $366K
914K $31.3B
VGIT
Vanguard Intermediate Term Tre

ETFs
13.3K
+ 4.56%
$57.8 - $60.8 $771K - $811K
306K $18.5B
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.3K
+ 1.73%
$25.36 - $28.37 $261K - $292K
605K $17B
AVDV
American Centy ETF Tr Avantis

ETFs
12.6K
+ 15.7%
$62.52 - $71.12 $785K - $893K
92.6K $6.54B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
27K
+ 7.01%
$25.21 - $28.46 $680K - $767K
412K $11.6B
DFAI
Dimensional ETF Tr

ETFs
37.7K
+ 142.59%
$28.69 - $32.06 $1.08M - $1.21M
64.2K $2.04B
AVUV
American Centy ETF Tr Avantis

ETFs
6.07K
+ 8.2%
$88.24 - $99.7 $535K - $605K
80.1K $7.68B
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.1K
+ 395.91%
$71.45 - $75.64 $795K - $841K
13.9K $1.05B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
785
+ 4.17%
$75.63 - $84.89 $59.4K - $66.6K
19.6K $1.65B
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.46K
+ 66.35%
$32.36 - $33.78 $144K - $151K
11.2K $377M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 0.64%
$405.19 - $478.57 $6.48K - $7.66K
2.5K $1.15B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.98K
+ 8.02%
$46.29 - $48.52 $91.5K - $95.9K
26.6K $1.29B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.2K
+ 7.12%
$22.51 - $23.92 $72.1K - $76.6K
48.2K $1.15B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
284
+ 1.09%
$37.61 - $41.72 $10.7K - $11.8K
26.3K $1.1B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.35K
+ 8.15%
$32.04 - $37.11 $43.3K - $50.1K
17.9K $653M
ICF
Ishares Tr

ETFs
1.1K
+ 65.67%
$56.77 - $67.33 $62.4K - $74.1K
2.78K $183M
Manager Directed Portfolios
2.82K
+ 8.85%
N/A
34.7K $386M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.04%
$255.18 - $283.2 $510 - $566
4.73K $1.34B
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.27%
$333.64 - $405.2 $1K - $1.22K
1.1K $446M
IFGL
Ishares International Develope

ETFs
2.22K
+ 65.03%
$19.81 - $23.14 $44K - $51.4K
5.64K $129M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
733
+ 8.22%
$32.65 - $36.84 $23.9K - $27K
9.65K $355M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.02%
$41.9 - $48.26 $83.8 - $96.5
13.3K $635M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
817
+ 7.47%
$49.07 - $50.44 $40.1K - $41.2K
11.8K $593M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.74K
+ 11.56%
$24.38 - $25.2 $42.3K - $43.8K
16.8K $422M
BNDX
Vanguard Total International B

ETFs
800
+ 10.94%
$48.42 - $50.35 $38.7K - $40.3K
8.11K $408M
IBM
International Business Machines Corp

Technology
3
+ 0.37%
$175.1 - $223.38 $525 - $670
819 $181M
DHR
Danaher Corp

Healthcare
3
+ 0.25%
$239.25 - $280.76 $718 - $842
1.22K $338M
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.21%
$160.76 - $177.82 $1.29K - $1.42K
3.91K $677M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.52%
$245.82 - $304.51 $737 - $914
578 $176M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.27%
$163.84 - $199.33 $492 - $598
1.11K $219M
VZ
Verizon Communications Inc

Communication Services
15
+ 0.27%
$38.89 - $45.0 $583 - $675
5.66K $254M
MA
Mastercard Inc

Financial Services
6
+ 1.71%
$429.6 - $500.99 $2.58K - $3.01K
356 $176M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
33
+ 0.38%
$98.99 - $101.51 $3.27K - $3.35K
8.66K $878M
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.54%
$72.51 - $98.6 $363 - $493
927 $90.4M
FTNT
Fortinet, Inc.

Technology
173
+ 73.31%
$55.39 - $77.55 $9.58K - $13.4K
409 $31.7M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.6%
$213.3 - $270.78 $427 - $542
335 $90.7M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 9.29%
$191.76 - $263.26 $3.26K - $4.48K
200 $52.3M
CRM
Salesforce, Inc.

Technology
37
+ 11.56%
$238.42 - $276.53 $8.82K - $10.2K
357 $97.7M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
72
+ 1.13%
$73.86 - $84.2 $5.32K - $6.06K
6.45K $533M
ORCL
Oracle Corp

Technology
7
+ 1.45%
$125.9 - $170.35 $881 - $1.19K
489 $83.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.2%
$156.14 - $187.2 $156 - $187
504 $93.2M
AVGO
Broadcom Inc.

Technology
1.05K
+ 901.72%
$136.27 - $1745.86 $143K - $1.83M
1.16K $200M
Ferguson Enterprises Inc
71
New
N/A
71 $14.1M
ALL
Allstate Corp

Financial Services
46
+ 26.29%
$158.43 - $192.86 $7.29K - $8.87K
221 $41.9M
AVUS
American Centy ETF Tr Avantis

ETFs
68
+ 4.61%
$86.27 - $95.15 $5.87K - $6.47K
1.54K $147M
DASH
Door Dash, Inc.

Communication Services
81
+ 128.57%
$100.28 - $143.99 $8.12K - $11.7K
144 $20.6M
Linde PLC
2
+ 0.6%
N/A
335 $160M
Activity Summary
Buys All Purchases 413 New Holdings 71 Increased Positions 342 Sells All Sells 221 Reductions 221 Sold out 0 Options Calls 0 Puts 0
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