Vishria Bird Financial Group, LLC Purchases in Q3 2024

Vishria Bird Financial Group, LLC

  • $264 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
124K
New
N/A
124K $4.49M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
38.2K
+ 100.31%
$91.42 - $91.82 $3.5M - $3.51M
76.4K $7.01M
CMF
Ishares California Muni Bond E

ETFs
42.5K
New
$56.65 - $58.17 $2.41M - $2.47M
42.5K $2.47M
FDX
Fedex Corp

Industrials
14.9K
+ 18.54%
$254.64 - $313.52 $3.79M - $4.66M
95.1K $26M
FNDX
Schwab Fundamental U S Large C

ETFs
11.2K
New
$65.36 - $71.76 $733K - $805K
11.2K $805K
ORCL
Oracle Corp

Technology
3.75K
New
$125.9 - $170.35 $473K - $639K
3.75K $640K
FNDE
Schwab Fundamental Emerging Mk

ETFs
19K
New
$28.02 - $32.68 $531K - $619K
19K $612K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.57K
+ 145.79%
$61.11 - $67.85 $524K - $581K
14.4K $980K
FNDA
Schwab Fundamental U S Small C

ETFs
9.38K
New
$54.26 - $60.01 $509K - $563K
9.38K $559K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.4K
New
$36.98 - $41.55 $494K - $555K
13.4K $550K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.75K
New
$46.9 - $51.96 $363K - $403K
7.75K $399K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.4K
New
$25.45 - $29.53 $315K - $365K
12.4K $361K
FNDC
Schwab Fundamental Intl Small

ETFs
8.73K
New
$33.85 - $38.5 $296K - $336K
8.73K $333K
AXP
American Express CO

Financial Services
1.2K
New
$225.92 - $271.17 $270K - $325K
1.2K $325K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.34K
New
$49.7 - $56.11 $266K - $300K
5.34K $294K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
549
New
$475.2 - $527.7 $261K - $290K
549 $290K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.93K
New
$37.33 - $40.63 $259K - $282K
6.93K $282K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
4.5K
+ 53.13%
$47.83 - $52.72 $215K - $237K
13K $679K
SCHC
Schwab Strategic Tr Intl Small

ETFs
6.3K
New
$34.48 - $38.87 $217K - $245K
6.3K $243K
PKG
Packaging Corp Of America

Consumer Cyclical
1.09K
New
$176.32 - $215.7 $192K - $235K
1.09K $235K
IOT
Samsara Inc.

Technology
4.56K
New
$34.85 - $49.75 $159K - $227K
4.56K $219K
CARR
Carrier Global Corp

Industrials
2.65K
New
$61.9 - $80.88 $164K - $214K
2.65K $213K
EBND
Spdr Bloomberg Emerging Market

ETFs
9.71K
New
$19.74 - $21.39 $192K - $208K
9.71K $206K
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 0.58%
$191.76 - $263.26 $3.07K - $4.21K
2.79K $729K
AMP
Ameriprise Financial Inc

Financial Services
180
+ 9.03%
$391.53 - $469.81 $70.5K - $84.6K
2.17K $1.02M
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 23.89%
$66.91 - $81.4 $80.3K - $97.7K
6.22K $502K
COIN
Coinbase Global, Inc.

Technology
1.03K
+ 55.78%
$147.09 - $265.15 $152K - $274K
2.88K $513K
VTI
Vanguard Total Stock Market Et

ETFs
165
+ 7.77%
$255.18 - $283.2 $42.1K - $46.7K
2.29K $648K
MRK
Merck & Co., Inc.

Healthcare
896
+ 18.38%
$111.15 - $128.97 $99.6K - $116K
5.77K $655K
Activity Summary
Buys All Purchases 30 New Holdings 20 Increased Positions 10 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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