Smallwood Wealth Investment Management, LLC New Holdings in Q3 2024

Smallwood Wealth Investment Management, LLC

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
41K
New
$24.07 - $24.62 $986K - $1.01M
41K $1.01M
MSI
Motorola Solutions, Inc.

Technology
492
New
$385.65 - $450.49 $190K - $222K
492 $221K
JLL
Jones Lang Lasalle Inc

Real Estate
816
New
$198.7 - $272.0 $162K - $222K
816 $220K
WMT
Walmart Inc.

Consumer Defensive
2.67K
New
$66.91 - $81.4 $178K - $217K
2.67K $215K
MS
Morgan Stanley

Financial Services
2.06K
New
$92.07 - $106.96 $189K - $220K
2.06K $214K
MCD
Mcdonalds Corp

Consumer Cyclical
672
New
$245.82 - $304.51 $165K - $205K
672 $204K
J P Morgan Exchange Traded F
9.52K
New
N/A
9.52K $0
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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