Sar Wealth Management Group, LLC Purchases and Sells in Q3 2024

Sar Wealth Management Group, LLC

23 operations

Stock	Shares change	Price Range	Shares Held
RSP	683 + 0.81%	$162.83 - $179.16 $111K - $122K	85K $15.2B
FBND	6.6K + 1.37%	$44.65 - $47.21 $295K - $312K	490K $22.9B
SCHD	1.67K + 1.21%	$77.02 - $85.06 $128K - $142K	139K $11.8B
VTI	450 + 0.86%	$255.18 - $283.2 $115K - $127K	53.1K $15B
IJR	515 + 0.81%	$105.53 - $118.34 $54.3K - $60.9K	64.3K $7.52B
FV	723 + 0.16%	$51.35 - $59.82 $37.1K - $43.2K	454K $26.5B

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMT	3.09K New	$66.91 - $81.4 $207K - $251K	3.09K $249M
BRK-B	477 New	$405.19 - $478.57 $193K - $228K	477 $220M

15 operations

Stock	Shares change	Price Range	Shares Held
XOM	-3.73K - 33.95%	$109.72 - $119.0 $409K - $444K	7.26K $851M
MCK	-131 - 6.44%	$479.06 - $630.38 $62.8K - $82.6K	1.9K $940M
PPI	-11.5K - 38.69%	$14.33 - $15.56 $164K - $179K	18.2K $282M
NVDA	-680 - 10.56%	$98.91 - $134.91 $67.3K - $91.7K	5.76K $699M
MSFT	-4 - 0.1%	$395.15 - $467.56 $1.58K - $1.87K	3.83K $1.65B
PDBC	-1.9K - 8.57%	$12.67 - $14.36 $24.1K - $27.3K	20.3K $273M

Get notified when there are updates to the investment portfolio of Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Sar Wealth Management Group, LLC with notifications on news.