Waterfront Wealth Inc. New Holdings in Q1 2024

Waterfront Wealth Inc.

  • $359 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
87.7K
New
$27.74 - $30.27 $2.43M - $2.66M
87.7K $2.65M
DFAE
Dimensional ETF Tr

ETFs
95.5K
New
$22.74 - $24.88 $2.17M - $2.38M
95.5K $2.36M
BMY
Bristol Myers Squibb CO

Healthcare
20.3K
New
$47.98 - $54.4 $973K - $1.1M
20.3K $1.1M
CRL
Charles River Laboratories International, Inc.

Healthcare
3.62K
New
$203.52 - $273.43 $737K - $990K
3.62K $981K
NKE
Nike, Inc.

Consumer Cyclical
10.1K
New
$92.58 - $107.18 $936K - $1.08M
10.1K $949K
VRSN
Verisign Inc

Technology
3.3K
New
$187.1 - $206.35 $617K - $681K
3.3K $625K
CURI
Curiosity Stream Inc.

Communication Services
97.5K
New
$0.45 - $1.07 $43.9K - $104K
97.5K $104K
American Centy ETF Tr
15.7K
New
N/A
15.7K $0
Activity Summary
Buys All Purchases 118 New Holdings 8 Increased Positions 110 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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