Seven Springs Wealth Group, LLC Purchases in Q3 2024

Seven Springs Wealth Group, LLC

  • $267 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
56.2K
New
$77.94 - $89.37 $4.38M - $5.02M
56.2K $5.02M
FNDF
Schwab Fundamental Intl Large

ETFs
4.49K
+ 1.14%
$33.67 - $37.71 $151K - $169K
397K $14.8M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
26.1K
+ 4.49%
$23.63 - $24.42 $616K - $637K
607K $14.8M
FNDA
Schwab Fundamental U S Small C

ETFs
1.46K
+ 0.83%
$54.26 - $60.01 $79.2K - $87.6K
177K $10.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.55K
+ 0.85%
$28.02 - $32.68 $71.5K - $83.3K
304K $9.8M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
12.4K
+ 1.97%
$22.51 - $23.57 $280K - $293K
644K $15.1M
LLY
Eli Lilly & CO

Healthcare
783
New
$772.14 - $960.02 $605K - $752K
783 $693K
AVDV
American Centy ETF Tr Avantis

ETFs
586
+ 0.59%
$62.52 - $71.12 $36.6K - $41.7K
100K $7.08M
DUK
Duke Energy Corp

Utilities
704
+ 2.04%
$99.35 - $117.71 $69.9K - $82.9K
35.2K $4.05M
VZ
Verizon Communications Inc

Communication Services
2.5K
+ 3.03%
$38.89 - $45.0 $97.2K - $112K
84.9K $3.81M
AMN
Amn Healthcare Services Inc

Healthcare
6.61K
New
$41.07 - $68.05 $271K - $449K
6.61K $279K
GILD
Gilead Sciences, Inc.

Healthcare
2.66K
New
$66.59 - $83.99 $177K - $224K
2.66K $223K
MCD
Mcdonalds Corp

Consumer Cyclical
735
New
$245.82 - $304.51 $181K - $224K
735 $223K
GIS
General Mills Inc

Consumer Defensive
2.97K
New
$62.5 - $75.15 $186K - $223K
2.97K $219K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.67K
New
$113.41 - $125.62 $189K - $209K
1.67K $209K
MLPX
Global X Mlp & Energy Infrastr

ETFs
2.05K
+ 40.65%
$50.37 - $55.21 $103K - $113K
7.1K $386K
GOOG
Alphabet Inc.

Communication Services
775
+ 25.65%
$149.54 - $192.66 $116K - $149K
3.8K $634K
AMZN
Amazon Com Inc

Consumer Cyclical
1.19K
+ 4.27%
$161.02 - $200.0 $192K - $239K
29.2K $5.43M
Sila Realty Trust Inc
8.59K
New
N/A
8.59K $0
Wells Fargo CO New
132
+ 5.46%
N/A
2.55K $0
Bank America Corp
87
+ 3.43%
N/A
2.62K $0
American Healthcare Reit Inc
15.3K
New
N/A
15.3K $0
GOOGL
Alphabet Inc.

Communication Services
471
+ 1.63%
$148.65 - $191.18 $70K - $90K
29.3K $4.87M
Activity Summary
Buys All Purchases 24 New Holdings 9 Increased Positions 15 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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