Regimen Wealth, LLC New Holdings in Q3 2024

Regimen Wealth, LLC

  • $309 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
2.97K
New
$105.92 - $110.83 $314K - $329K
2.97K $328M
MCD
Mcdonalds Corp

Consumer Cyclical
771
New
$245.82 - $304.51 $190K - $235K
771 $235M
AMP
Ameriprise Financial Inc

Financial Services
459
New
$391.53 - $469.81 $180K - $216K
459 $216M
VB
Vanguard Small Cap ETF

ETFs
902
New
$214.77 - $237.72 $194K - $214K
902 $214M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.74K
New
$51.29 - $56.57 $192K - $212K
3.74K $212M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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