Triangle Securities Wealth Management New Holdings in Q3 2024

Triangle Securities Wealth Management

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
28.1K
New
$44.65 - $47.21 $1.26M - $1.33M
28.1K $1.31M
CPRT
Copart Inc

Consumer Cyclical
15.1K
New
$49.19 - $55.54 $744K - $839K
15.1K $792K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.05K
New
$320.55 - $412.94 $337K - $434K
1.05K $409K
FNDF
Schwab Fundamental Intl Large

ETFs
7.05K
New
$33.67 - $37.71 $237K - $266K
7.05K $263K
IWS
Ishares Russell Midcap Value E

ETFs
1.63K
New
$119.52 - $132.25 $195K - $216K
1.63K $215K
MKC
Mccormick & CO Inc

Consumer Defensive
2.51K
New
$69.44 - $84.76 $174K - $213K
2.51K $206K
TEQI
T Rowe Price Exchange Traded F

Technology
4.81K
New
$38.71 - $41.77 $186K - $201K
4.81K $201K
2023 ETF Series Trust Ii
33.9K
New
N/A
33.9K $0
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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