Shore Haven Wealth Partners, LLC Incresed Positions in Q3 2024

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
45.7K
+ 55.62%
$51.72 - $57.96 $2.36M - $2.65M
128K $7.35M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
38.6K
+ 250.04%
$46.88 - $48.92 $1.81M - $1.89M
54.1K $2.64M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.5K
+ 14.16%
$89.91 - $101.33 $1.04M - $1.17M
93K $9.12M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.6K
+ 18.99%
$56.04 - $62.99 $1.16M - $1.3M
129K $7.9M
FTSL
First Trust Senior Ln Fund

ETFs
30.7K
+ 168.39%
$45.51 - $46.26 $1.4M - $1.42M
49K $2.25M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14K
+ 6.06%
$44.24 - $49.47 $619K - $693K
245K $12.1M
DNL
Wiswisdomtree Tr

ETFs
25.2K
+ 13.53%
$36.65 - $40.81 $923K - $1.03M
211K $8.32M
DGRO
Ishares Core Dividend Growth E

ETFs
9.98K
+ 37.86%
$57.47 - $62.76 $574K - $626K
36.3K $2.28M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.2K
+ 33.15%
$113.41 - $125.62 $589K - $653K
20.9K $2.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.41K
+ 2.45%
$162.64 - $179.3 $229K - $253K
58.9K $10.6M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
97
+ 0.35%
$169.12 - $184.42 $16.4K - $17.9K
28.1K $5.19M
IFRA
Ishares Tr

ETFs
3.56K
+ 12.61%
$41.55 - $46.97 $148K - $167K
31.8K $1.49M
OEF
Ishares S&P 100 ETF

ETFs
934
+ 39.61%
$266.03 - $266.03 $248K - $248K
3.29K $875K
IYW
Ishares Dj Us Tech ETF

ETFs
1.15K
+ 5.13%
$133.16 - $158.73 $153K - $182K
23.5K $3.56M
IEV
Ishares Tr Europe ETF

ETFs
1.01K
+ 3.04%
$53.25 - $58.78 $53.7K - $59.3K
34.1K $1.99M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.03K
+ 20.3%
$44.83 - $47.42 $136K - $143K
17.9K $844K
FLMI
Franklin Dynamic Municipal Bon

ETFs
2K
+ 1.37%
$24.32 - $25.01 $48.5K - $49.9K
148K $3.7M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.56K
+ 19.23%
$51.0 - $52.05 $79.6K - $81.2K
9.67K $502K
EMB
Ishares Tr

ETFs
80
+ 0.97%
$87.75 - $93.74 $7.02K - $7.5K
8.37K $783K
ED
Consolidated Edison Inc

Utilities
24
+ 0.79%
$88.42 - $104.97 $2.12K - $2.52K
3.05K $318K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
203
+ 1.27%
$43.99 - $46.63 $8.93K - $9.47K
16.2K $753K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
37
+ 0.55%
$42.87 - $45.76 $1.59K - $1.69K
6.71K $303K
AMZN
Amazon Com Inc

Consumer Cyclical
195
+ 6.22%
$161.02 - $200.0 $31.4K - $39K
3.33K $620K
JPM
Jpmorgan Chase & CO

Financial Services
18
+ 1.68%
$194.9 - $224.8 $3.51K - $4.05K
1.09K $229K
IYE
Ishares Tr

ETFs
661
+ 4.68%
$44.44 - $49.18 $29.4K - $32.5K
14.8K $685K
Blackrock ETF Trust Ii
23.8K
+ 37.86%
N/A
86.7K $0
MSFT
Microsoft Corp

Technology
54
+ 2.16%
$395.15 - $467.56 $21.3K - $25.2K
2.55K $1.1M
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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