Team Financial Group, LLC Incresed Positions in Q3 2024

Team Financial Group, LLC

$168 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
DGRW Wisdomtree Tr Us Quality Divid ETFs	7.55K + 2.26%	$75.88 - $83.21 $573K - $628K	341K $28.4B
EPS Wisdomtree U.S. Largecap Fund ETFs	7.42K + 1.76%	$54.33 - $60.04 $403K - $446K	428K $25.7B
USMF Wisdomtree Tr Us Multifactor F ETFs	8.17K + 2.27%	$44.69 - $48.87 $365K - $399K	368K $18B
PTRB Pgim ETF Tr Total Return Bd Et ETFs	18.1K + 8.06%	$40.83 - $43.12 $739K - $781K	243K $10.4B
WTV Wisdomtree Tr Wisdomtree U.S. ETFs	2.5K + 2.62%	$71.31 - $80.0 $178K - $200K	98K $7.84B
SCHG Schwab Strategic Tr Us Large C ETFs	3.87K + 4.45%	$92.63 - $105.69 $358K - $408K	90.8K $9.46B
GLDM World Gold Trust ETFs	3.81K + 5.47%	$46.2 - $53.01 $176K - $202K	73.3K $3.82B
USFR Wisdomtree Floating Rate Treas ETFs	11.9K + 2.92%	$50.2 - $50.48 $595K - $599K	418K $21B
Pgim Short Duration Multi Sector Bond ETF	8.54K + 7.4%	N/A	124K $6.38B
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	1.53K + 1.28%	$53.41 - $57.9 $81.5K - $88.3K	120K $6.97B
SDVY First Tr ETF Vi Smid Cap Risin ETFs	1.32K + 2.28%	$32.65 - $36.69 $43.2K - $48.5K	59.2K $2.16B
Pacer Us Large Cap Cash Cows Growth Leaders ETF	433 + 0.33%	N/A	131K $3.77B
VYM Vanguard Whitehall Fds (Vangua ETFs	475 + 21.56%	$117.9 - $128.2 $56K - $60.9K	2.68K $343M
AAPL Apple Inc. Technology	15 + 0.43%	$207.23 - $234.82 $3.11K - $3.52K	3.51K $817M
IVV Ishares Core S&P 500 ETF ETFs	59 + 7.1%	$520.18 - $576.82 $30.7K - $34K	890 $514M
WFHY Wisdomtree U.S. High Yield Cor ETFs	846 + 7.75%	$44.55 - $48.12 $37.7K - $40.7K	11.8K $544M
SCHO Schwab Short Term Us Treasury ETFs	488 + 5.89%	$47.93 - $49.06 $23.4K - $23.9K	8.78K $430M
PG Procter & Gamble CO Consumer Defensive	15 + 0.58%	$160.76 - $177.82 $2.41K - $2.67K	2.61K $452M
COST Costco Wholesale Corp Consumer Defensive	3 + 0.87%	$801.83 - $917.05 $2.41K - $2.75K	347 $308M

Activity Summary All Purchases 22 New Holdings 3 Increased Positions 19 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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