Shore Haven Wealth Partners, LLC Sells in Q3 2024

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-19.6K
- 46.98%
$106.11 - $113.72 $2.08M - $2.23M
22.1K $2.5M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-66.7K
- 61.21%
$28.45 - $30.18 $1.9M - $2.01M
42.3K $1.27M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-18.9K
- 47.28%
$28.11 - $29.42 $532K - $557K
21.1K $621K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-10.4K
- 48.5%
$49.82 - $52.8 $517K - $548K
11K $579K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-9.91K
- 20.19%
$46.5 - $49.42 $461K - $490K
39.2K $1.92M
IWL
Ishares Tr Russell 200 ETF

ETFs
-4.54K
- 10.52%
$126.32 - $140.44 $573K - $637K
38.6K $5.42M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.97K
- 21.1%
$49.93 - $51.15 $248K - $254K
18.6K $950K
NVDA
Nvidia Corp

Technology
-1.23K
- 17.71%
$98.91 - $134.91 $122K - $166K
5.73K $696K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.27K
- 12.31%
$100.75 - $111.62 $229K - $253K
16.2K $1.77M
GOOG
Alphabet Inc.

Communication Services
-400
- 13.18%
$149.54 - $192.66 $59.8K - $77.1K
2.64K $440K
AVEM
American Centy ETF Tr Avantis

ETFs
-2.45K
- 8.67%
$57.2 - $65.59 $140K - $161K
25.8K $1.67M
CVX
Chevron Corp

Energy
-218
- 9.49%
$137.88 - $161.97 $30.1K - $35.3K
2.08K $306K
SUB
Ishares Short Term National Mu

ETFs
-388
- 9.23%
$104.3 - $106.3 $40.5K - $41.2K
3.82K $405K
IEMG
Ishares Inc

ETFs
-632
- 7.68%
$53.64 - $53.64 $33.9K - $33.9K
7.6K $407K
IXC
Ishares Tr Global Energy ETF

ETFs
-353
- 2.97%
$38.94 - $42.35 $13.7K - $14.9K
11.5K $466K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.16K
- 3.81%
$48.27 - $49.43 $56K - $57.3K
29.3K $1.45M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-460
- 11.97%
$83.76 - $91.82 $38.5K - $42.2K
3.38K $308K
GLDM
World Gold Trust

ETFs
-968
- 14.73%
$46.2 - $53.01 $44.7K - $51.3K
5.6K $292K
MBB
Ishares Tr

ETFs
-1.31K
- 4.48%
$90.85 - $96.66 $119K - $126K
27.9K $2.67M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-900
- 8.09%
$71.86 - $78.56 $64.7K - $70.7K
10.2K $802K
IEFA
Ishares Tr

ETFs
-353
- 6.85%
$70.09 - $78.74 $24.7K - $27.8K
4.8K $374K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-150
- 6.14%
$117.9 - $128.2 $17.7K - $19.2K
2.29K $294K
IVV
Ishares Core S&P 500 ETF

ETFs
-3
- 0.55%
$520.18 - $576.82 $1.56K - $1.73K
539 $310K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-31
- 0.94%
$77.24 - $83.67 $2.39K - $2.59K
3.26K $272K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-35
- 1.45%
$127.29 - $141.5 $4.46K - $4.95K
2.38K $331K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1
- 0.05%
$173.36 - $189.8 $173 - $190
1.87K $355K
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.05%
$181.06 - $197.17 $181 - $197
1.87K $368K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-21
- 0.99%
$283.28 - $314.39 $5.95K - $6.6K
2.11K $663K
T
At&T Inc.

Communication Services
-509
- 3.33%
$18.21 - $22.28 $9.27K - $11.3K
14.8K $325K
HYG
Ishares Tr

ETFs
-29
- 0.22%
$76.72 - $80.36 $2.22K - $2.33K
12.9K $1.04M
VZ
Verizon Communications Inc

Communication Services
-496
- 2.98%
$38.89 - $45.0 $19.3K - $22.3K
16.2K $725K
EEM
Ishares Msci Emerging Markets

ETFs
-7
- 0.05%
$40.42 - $46.7 $283 - $327
13.3K $611K
DHS
Wisdomtree Tr U.S

ETFs
-1.18K
- 6.52%
$83.9 - $93.83 $98.7K - $110K
16.9K $1.58M
IGRO
Ishares Tr International Divid

ETFs
-1.58K
- 5.82%
$66.7 - $75.25 $106K - $119K
25.6K $1.91M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-44
- 0.09%
$42.54 - $47.97 $1.87K - $2.11K
49.7K $2.36M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-81
- 3.12%
$405.19 - $478.57 $32.8K - $38.8K
2.52K $1.16M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-4.73K
- 3.64%
$26.43 - $29.86 $125K - $141K
125K $3.7M
EFG
Msci Eafe Growth ETF

ETFs
-281
- 0.8%
$96.84 - $108.77 $27.2K - $30.6K
34.6K $3.73M
AAPL
Apple Inc.

Technology
-205
- 0.79%
$207.23 - $234.82 $42.5K - $48.1K
25.7K $5.99M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.44K
- 0.99%
$84.77 - $97.13 $206K - $237K
243K $23.3M
LRGF
Ishares Tr

ETFs
-5.74K
- 1.38%
$52.89 - $58.77 $303K - $337K
410K $24.1M
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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