Wagner Wealth Management, LLC New Holdings in Q3 2024

Wagner Wealth Management, LLC

  • $284 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
20.3K
New
$14.94 - $15.76 $303K - $320K
20.3K $319K
CAT
Caterpillar Inc

Industrials
642
New
$316.8 - $391.12 $203K - $251K
642 $251K
SGOL
Abrdn Gold ETF Trust

ETFs
8.52K
New
$22.26 - $25.51 $190K - $217K
8.52K $214K
IDV
Ishares Tr

ETFs
5.75K
New
$27.62 - $30.64 $159K - $176K
5.75K $173K
ITA
Ishares Tr

ETFs
652
New
$131.58 - $149.64 $85.8K - $97.6K
652 $97K
IAI
Ishares Tr Us Broker Dealers &

ETFs
141
New
$115.73 - $128.74 $16.3K - $18.2K
141 $18K
IWF
Ishares Russell 1000 Gr ETF

ETFs
32
New
$332.02 - $382.76 $10.6K - $12.2K
32 $12K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
216
New
$50.85 - $53.88 $11K - $11.6K
216 $11K
MBB
Ishares Tr

ETFs
123
New
$90.85 - $96.66 $11.2K - $11.9K
123 $11K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
New
$178.94 - $207.0 $179 - $207
1 $0
Activity Summary
Buys All Purchases 116 New Holdings 10 Increased Positions 106 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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